RIAs & Financial Advisors
Advisor Groups Cheer House Panel’s Move to Cut Red Tape
The House Financial Services Committee has unanimously passed the Clarity for Compensation Act, a b...Read more
Amplify Partners with Goldman Sachs for RIA Custody and Data Solution
Amplify, an AI-backed RIA growth platform, has teamed up with Goldman Sachs Custody ...Read more
Webull Launches Institutional Platform for Brokers, Advisors and Fintechs
Webull Corporation has launched Webull Institutional, a new platform designed to provide brokerage ...Read more
Houlihan Lokey Expands Energy Advisory Reach With Intrepid Deal
Houlihan Lokey has agreed to acquire Intrepid Financial Partners, an investment bank focused on adv...Read more
Recordkeepers Prioritize Pooled Employer Plans for Organic Growth, Cerulli Finds
Pooled employer plans have moved from a niche product to a central competitive battleground for ret...Read more
$750M Financial Advisory Team Leaves Raymond James for Concurrent
Concurrent Investment Advisors has added a newly launched registered investment advisor from R...Read more
Evertern Wealth Inks Strategic Alliance With Swiss Giant Vontobel
Evertern Wealth, an independent multi-family office based in Florida, has formed a strategic allian...Read more
Cerity Partners Expands to Oregon with Cordant Wealth Partners Merger
National wealth management firm Cerity Partners has merged with Cordant Wealth Partners, an Oregon-...Read more
Three Focus Financial Firms Merge to Create $10B RIA
Three prominent wealth management firms within the Focus Financial Partners network have completed ...Read more