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FEBRUARY 7, 2023

TECHNOLOGY

Conquest Planning Secures $17.8M In Series A Funding

Rob Burgess

Having brought its version of financial planning to Canada in late 2020, the firm is preparing to enter the U.S. and U.K. markets.

FULL ARTICLE

RIA NEWS

Steward Partners Adds Four Teams and $700M in 30 Days

Ali Hibbs

Steward's multi-custodial model is resonating with new teams in the Southeast region.

FULL ARTICLE

WHITE PAPER

Digital Marketing Automation Driven by Your CRM

Sponsored by Orion Advisor Tech

Leverage new CRM technologies to increase organic growth.

LEARN MORE

REGULATION AND COMPLIANCE

SEC Charges Former Advisor For Fraudulently Using Client Assets As Collateral

Patrick Donachie

The commission claims Joshua Coleman raised more than $200 million in loans, opening multiple lines of credit and using clients’ funds without permission.

FULL ARTICLE

REAL ESTATE

Publicly-Traded REITs Enjoy a Fast Start to What They Hope Will Be a Bounce Back Year

David Bodamer

The FTSE All Equity REIT Index total returns rose more than 10 percent in January.

FULL ARTICLE

RESOURCE CENTER

What Firms Can Do to Attract Advisors to Join Their Firm

RIA EDGE

RIA EDGE 100

The RIA Edge 100: Growing Above and Beyond

Wealth Management IQ and Discovery Database compiled a list of RIAs experiencing outsized growth while keeping sight of their top priority: the client.

VIEW THE FULL LIST

SAVE THE DATE

Build in a Bear Market

May 21-24, 2023, The Diplomat Beach Resort, Hollywood, Fla.

Gain C-Suite strategies to accelerate your firm’s growth in a bull market at RIA Edge. #bullmarketforadvice

VIEW THE RIA EDGE 100

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RIA EDGE