The Investment Advisor Association’s annual industry report showed an all-time high of 15,870 SEC-registered advisors overseeing a 12.6% increase in assets to $144.6 million as of the end of 2024.
Host Ryan Nauman interviews David Armstrong of WealthManagement.com about the upcoming Wealth Management EDGE conference, changes in the wealth management conference landscape and key industry trends.
Cresset President Susie Cranston discusses the firm’s growth to $65B AUM, family office services and insights on evolving advisory models in the RIA space.
Schechter Investment Advisors, a boutique wealth advisory firm based in an affluent Detroit suburb, will join Arax Advisory Partners, significantly increasing the RIA network’s client assets.
Sanctuary CTO Robert Coppola on how the firm balances the benefits of an integrated wealthstack with needed flexibility for its 120 affiliated advisory teams.
Focus Partners Wealth, formerly The Colony Group and Buckingham Strategic Wealth, announces its first acquisition since the rebranding, adding Churchill Management Group.
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