See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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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.
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.
Financial Design Group is joining LPL from Securian Financial Services, and comes after teams with $1.45 billion collective assets joined the firm’s Strategic Wealth Services division this month.