EP Wealth scooped up a billion-dollar firm in its second acquisition of the year while a handful of other deals representing almost $900 million in assets were announced this week, and Private Advisor Group added a new role.
Portrait Analytics exits stealth with $3 million in seed funding and generative AI that is emblematic of what the future holds for advisors.
About 10%-15% of the RIA’s billable assets are now on the direct indexing platform, built through a combination of outside partnerships and proprietary technology.
Open, honest and candid discussions about the latest news in the RPA industry.
Two of United Capital's co-founders and another executive have left Goldman Sachs to build an RIA with $200 million from private-equity firm Crestview Partners.
The MassMutual subsidiary is also offering elevated FDIC insurance levels starting in mid-April.
Conceived as a response to pandemic shutdowns, the program solves for a much larger problem.
Lido and a subsidiary of Israeli Discount Bank have created a joint RIA to provide asset management services to the bank’s clients.
Charles Schwab ranked highest for investors in J.D. Power's 21st annual Satisfaction Study, with UBS and Fidelity following close behind.
The deal is the first outside investment in Rockefeller to be disclosed publicly.
