A new report analyzing transactions in the RIA space for the first three months of 2022 showed the second-strongest quarter on record, behind 2021 Q4, though the number of deals dropped in February and March.
Chad Keeler and Brock Rouch are partners in the new independent practice Platte River Private Wealth. The duo are also brothers-in-law and manage about $380 million in assets.
Open, honest and candid discussions about the latest news in the RPA industry.
Orion is attaching Redtail's CRM technology to an advisor offering that now includes portfolio management, financial planning, compliance support and risk profiling.
The head of Thrivent Advisor Network discusses the key findings of the RIA Edge study.
The CFP Board said the annual increase will go toward public awareness and diversity initiatives.
While 35% of non-executive employees are in the office five days a week, just 19% of executives can say the same, according to a survey by Future Forum.