RIAs & Financial Advisors
Cetera Expands Advisor Support with New RIA and Branches Channel
Cetera has announced the launch of its new RIA and Branches Channel, designed to serve advisors ope...Read more
Altruist Launches FIX Trading Integrations to Power Scalable RIA Operations
Altruist, a Los Angeles-based custodian for RIAs, has introduced institutional-grade FIX trading in...Read more
Abry Partners Backs U.K.-Based Burgess Hodgson to Build “Super-Regional” Advisory Platform
Abry Partners, a Boston-based private equity firm, has partnered with Burgess Hodgson (BH), a U.K.-...Read more
Edelman Financial Engines Taps Ralph Haberli as President
Edelman Financial Engines (EFE), a wealth and workplace advisory firm overseeing more than $287 b...Read more
BharCap Partners Closes $652M Fund, Targets Mid-Market Financial Services Deals
BharCap Partners has announced the close of its second flagship fund, BharCap Partners Fund II, wit...Read more
RIAs Pull Ahead in AI Adoption While Bank Trusts Risk Falling Behind
Independent RIAs are steadily integrating artificial intelligence into their practices, but a new s...Read more
Bluespring Wealth Partners Acquires SilverStar Wealth, Merging with LifeBridge Financial Group
Bluespring Wealth Partners has acquired SilverStar Wealth Management, a Kestra Financial-affiliated...Read more
Lido Advisors Acquires $830M ECM to Expand Midwest Presence
Lido Advisors, the Los Angeles–based RIA with over $29 billion in regulatory assets under manag...Read more
Advisors Grow Bearish on U.S. Markets, Pivot to Global Diversification: Survey
Nearly two-thirds of advisors (62%) say they are more bearish about the markets today than they wer...Read more