Industry

Merrill will move some of its 641 sports and entertainment wealth advisers to IMG Academy’s campus to host parent and student teach-ins and simulations that show students what it is like to invest in a real financial market.

The research survey also found that this audience said it was more likely to follow advice from a human than computer-generated recommendations.

The acquisition of the three East Coast-based firms will push F.L.Putnam’s assets under advisement above $10 billion, and its AUM will reach about $7.9 billion.

Your ability to communicate your mission, vision and values builds credibility, trust, and, most importantly, an identity in the increasingly crowded RIA space.

The landscape remains fundamentally healthy, with dealmaking still happening at a healthy clip, both in terms of size and volume.

The TAMP previously raised funding from Kayne Anderson Growth Capital and J.P. Morgan Asset Management, who also participated in the latest round.

Bradford Smithy and Robert Tamarkin are joining the venture launched by former Sanctuary Wealth CEO Jim Dickson, which aims to help smaller RIAs grow.

Robert A. Stanger & Co. raised its forecast for the year after strong inflows during the first half of 2024.

Investment Advisors Financial Group sought more autonomy, which led them to the IBD. It’s the latest team to leave Osaic after the firm’s rebranding from Advisor Group.