RIAs & Financial Advisors
Summit Scores $420M in Assets from Triple Deal
Summit Financial announced that advisors from three firms, Southeast Financial Group (SEFG), Radian...Read more
World Investment Advisors, RayJay Begin Custody Relationship
World Investment Advisors, a division of World Insurance Associates LLC, announced a new custodial ...Read more
iCapital Expands Model Portfolio Suite with Growth Offering
iCapital announced the launch of a new growth model portfolio, which enables advisors to integrate ...Read more
Steward Partners Acquires $850M Former Ameriprise Team
Steward Partners, a hybrid registered investment advisor, has acquired Mainstay Wealth Management, ...Read more
$350M Ohio FA Team Exits Osaic for LPL
LPL Financial LLC continues its recruitment of Osaic advisors with the addition of Strata Financia...Read more
CAPTRUST Acquires $5B Boston Financial Management
CAPTRUST Financial Advisors has acquired Boston Financial Management, a registered investment advis...Read more
Robinhood to Acquire $40B RIA Platform
Robinhood Markets will pay about $300 million in cash and stock for TradePMR, a custodial and portf...Read more
Dynasty Financial Rolls Out Model Portfolio Program for RIAs
Dynasty Financial Partners launched Model Select, a program designed to enable members of its netwo...Read more
2,800 Advisors Onboarded by LPL Following Prudential Integration
Prudential Advisors, the retail unit of Prudential Financial, Inc., and LPL Financial Holdings Inc....Read more