| | | | | The deal marks Robinhood’s move into wealth management. The firm says it wants to connect its investors with human advisors. Read More > |
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| | | The firm hired Todd Fithian, co-founder and CEO of The Legacy Companies, to lead its expansion into Canada. Read More > |
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| | | Icon Wealth Partners, Edge Capital Partners, Seasons of Advice Wealth Management and One Charles Private Wealth have all filed to leave the pact this month. Read More > |
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| | | Allworth adds 25 tax professionals with its purchase of CCA, a CPA firm in Pleasant Hill, Calif. Read More > |
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| | | The $3.4 billion investment firm has hired Jenna Bloomgarden as head of marketing and advisor experience and Brian Terraciano as head of operations. Read More > |
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| | | Jon Frojen, who spent the last four years as Osaic's CFO, replaces John Gray, who recently moved into the chief accounting officer role at Beacon Pointe. Read More > |
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| | | In a motion filed this week, Sanctuary claimed there was “no evidence” a FINRA sanction against a Sanctuary subsidiary had “any adverse economic effect” on EverNest’s business. Read More > |
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| | | The new lawsuit comes several weeks after the RIA acquirer dropped its claims against Lars Knudsen. The firm claimed the advisor had broken his restrictive covenants after being fired. Read More > |
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| | | Called Model Select and focused primarily on ETFs, the program already manages $5 billion in assets. Read More > |
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| | | A new Cerulli report lists integrated technology platforms and advisor succession planning among the top reasons RIAs find consolidators attractive. Read More > |
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| | | This represents Captrust’s first large deal this year and its sixth Massachusetts acquisition since 2019. Read More > |
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| | | Fresh off its acquisition of a $45 billion RIA, Pathstone taps former Schwab exec Eddie Brown to lead its organic growth and business development initiatives. Read More > |
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| | | Constellation Wealth Capital's Lisa Crafford discusses the power of mentorship, strategic growth approaches and the importance of fostering a strong community. Read More > |
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| | | There's a new paradigm in wealth management. Read More > |
| | | The influence of content marketing goes well beyond simple brand awareness; it is a crucial asset for educating, engaging and building trust with both prospective clients and colleagues. Read More > |
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