RIAs & Financial Advisors
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
LPL Unveils Alts Platform
LPL Financial has launched LPL Alts Connect, a digital platform aimed at transforming the way finan...Read more