Led by strategic acquirers like Hightower and Creative Planning, RIA M&A kept up the hot pace set in June, with 12 deals announced in August for $12.89 billion in AUM.
The sixth annual awards ceremony featured 72 awards presented to 61 companies.
The fintech platform surpassed $2 billion in AUM, after hitting the $1 billion threshold in February.
Luke Winskowski readily admits that Thrivent's effort to rebrand itself as an advice-driven company is a “significant effort” for a legacy insurance company.
Yang Xu's TradingFront was built, at least for now, to serve the needs of small to midsize RIA firms and breakaways looking to set up shop.
Orion Advisor Tech users will already be familiar with some of the new features available to TAMP users.
Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.
Fidelity Investments says the Labor Department proposal isn’t “well grounded or supported.”
