| | | | | The president and COO of the family-office-turned-mega-RIA says the company’s growth can be traced to its roots, which include expertise in private market investing and a commitment to digital marketing. Read More > |
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| | | The new office will serve as a second headquarters for the RIA and a blueprint for other Ritholtz locations. Read More > |
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| | | Family office platform LinePoint Partners adds Lauren Colonna as CMO, Cooper Rey as chairman, and Anton Marinchik to its executive committee, bolstering its UHNW advisor platform. Read More > |
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| | | Summit Financial takes minority stakes in Montgomery, Ala.-based Parsons Broach Financial Services and Edina, Minn.-based Grandview Square Financial. Read More > |
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| | | HPS Investment Partners joins Charlesbank and Constellation in backing the Los Angeles-based RIA’s growth plans. Read More > |
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| | | Mary Beth Storjohann is in the process of building Allora Wealth; Neela Hummel, her co-CEO since 2022, will now serve as sole CEO of Abacus. Read More > |
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| | | Mark Israel will lead technology for Focus Financial’s national network of advisors and partners, replacing retiring CTO David Fike. Read More > |
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| | | According to the Justice Department, Julie Anne Darrah would target elderly clients (some of whom were receiving end-of-life care), earn their trust and then steal their money. Read More > |
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| | | The advisory, insurance and banking firm aims to boost its advisor headcount across employee and independent channels. Read More > |
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| | | The 34-person team at Smith Anglin will become a Hightower firm, keeping its Dallas base and focus on advising clients in the airline industry. Read More > |
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| | | Frank Giuliano, a former vice president of corporate development at LPL Financial, will join multi-family RIA Caprock to lead M&A and advisor recruiting. Read More > |
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| | | Joining as a partner in the New York office, Cameron Rogers expands the firm's commitment to working with women clients and advisors. Read More > |
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| | | A bigger, more established player is now vying for the advisor market with lower price; more specialized AI providers have the home court advantage for now. Read More > |
| | | A financial advisor's journey into video marketing. Read More > |
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