RIA Edge: Mercer Advisors’ Martine Lellis on Growth Through Talent Management

Mar 01, 2022

Martine Lellis shares her extensive views on the intense war for talent in the RIA space, and dives into the evolving NextGen and G2 talent shift.

Ken Griffin Talks Russia, Market Chaos and a Move to Go Public

Mar 01, 2022

Citadel’s founder discussed his views on `Bloomberg Wealth with David Rubenstein.’

Onramp CEO Tyrone Ross Jr. Departs Firm

Mar 01, 2022

Crypto education and access provider Onramp Invest will be led by co-founder Eric Ervin.

Michael Kitces' #FASuccess Podcast: Robyn Crane on Identifying Your Ideal Clients

Feb 28, 2022

What financial advisors need the most help with is generating leads and turning them into qualified prospects.

What’s in Your Wallet? Financial Advisors Reveal Their Credit Card Life Hacks

Feb 25, 2022

There are endless rewards to using credit cards strategically. Carrying a balance negates them all.

Advisor Innovations: First Ascent's Scott MacKillop on TAMP Technology Changing The Onboarding Process

Feb 23, 2022

First Ascent CEO Scott Mackillop discusses the value of TAMPs for advisors and clients.

The RPA Edge Podcast: Ascensus CEO David Musto on Acquisitions and Purposeful Tech

Feb 22, 2022

Learn how Ascensus is competing with the Fab Five following the acquisition of the Newport Group in this latest podcast from RPA Edge.

CI Financial Acquires $5 Billion Newport Beach Firm

Feb 22, 2022

CI’s deal with Corient Capital Partners comes as the Canadian firm released its 2021 Q4 earnings report, boasting significant gains through eight RIA acquisitions.

$1B Salt Lake City Team Joins LPL From Wells Fargo

Feb 17, 2022

Jason Howard, Shane Kunz and Chad Horne will create the independent practice Outcome Private Wealth by aligning with Stratos Wealth Partners.

RIA Edge: Plancorp’s Chris Kerckhoff on Reinventing the Client Experience

Feb 17, 2022

Plancorp CEO Chris Kerckhoff discusses the drivers of the company's growth into a $5.1 billion RIA.