Industry

Mike Durbin, CEO of Cetera Holdings, will assume Antoniades’ role, the company confirmed.

When completed, the integration will allow Axos client firms access to Envestnet’s menu of managed account offerings.

Burney, Rayliant and Clough Capital Partners formed a joint venture to create Powered by ETFs, which incorporates U.S. and international equities and alternative investments.

The decision underscores a previous ruling partially favoring former Morgan Stanley advisors who fought with the wirehouse in arbitrations.

Advisors Scott Bailey, Scott Cislo and Murray Kinlaw have joined Fifth Third Wealth Advisors, the RIA launched by Fifth Third Bank in 2022.

The acquisition of M&R Capital Management represents its sixth New Jersey location and 15th deal of 2024.

The RIA has taken a stake in Aris Investing, a tech-enabled SMA platform, which is powering the new program.

During his first term, President Donald Trump focused heavily on taxes. Will that hold true for term two?

Advisors weigh in on regulatory changes we may see under the new (old?) regime.

The Wealthfront Risk Parity Fund will be liquidated and dissolved on or about January 3.