Michael Kitces and Alan Moore's pay-for-service platform, built for RIAs, is picked up by IBD Cetera Financial Group, potentially reaching roughly 8,000 advisors.
Ex-Wells Fargo broker Perry Mattern said the freedom to access better technology was the draw to leave the brokerage and join the bank's new RIA business, and he was willing to leave $50 million behind at the brokerage to get it.