RIAs & Financial Advisors
Edward Jones Introduces New Model to Serve HNW Clients
Edward Jones is introducing its inaugural private client services offering, Edward Jones Generation...Read more
Syntax, TradePMR Collaborate to Provide FAs with Custom Portfolios
TradePMR, the brokerage and custodian for registered investment advisors that Robinhood Markets sna...Read more
LPL Financial Files for $4B Capital Raise
LPL Financial Holdings Inc. has made a key move toward securing $4 billion in new capital by submit...Read more
$1.15B Ex-Wells FiNet Team Heads to LPL
LPL Financial LLC has announced that Townsgate Wealth Management has joined its broker-dealer, RIA,...Read more
Betterment Buys Robo-Advisor Arm from Ellevest
Betterment, a leading digital investment advisor, has taken over the robo-advisory arm of Ellevest,...Read more
Miracle Mile Rebrands as Composition Wealth
Miracle Mile Advisors, a Los Angeles-based registered investment advisor handling $7.7 billion in a...Read more
Private Advisor Group Expands Advisor Engagement Program
Private Advisor Group announced the expansion of its Advisor Engagement program and the addition of...Read more
FAs Anticipate M&A Surge in 2025: DeVoe
The latest survey from DeVoe & Company, an RIA M&A advisor and research firm, reveals a str...Read more
Former Edelman Executive Goes Independent with RFG Advisory
RFG Advisory (RFG), a hybrid registered investment advisor platform, has launched Strodtman We...Read more