Duran, who built and sold United Capital to Goldman Sachs, has revealed his new company, Rise Growth Partners, which will take minority stakes in RIAs and help them become national, scaled platforms.
Leaders from major RPA record keepers gathered to discuss during a think tank and roundtable discussions at the 2023 WealthManagment.com Industry Awards
Are your custodians eyeing your clients? ‘The margins are there,’ said one RIA CEO.
Avantax shareholders will be cashed out at $26 per share and the tax-focused broker/dealer will operate as separate unit within Cetera
The ninth annual awards were held on Sept. 7 at the Ziegfeld Theater in New York City, honoring 80 companies and executives in the wealth management space.
Fidelis Capital has hired Christopher Gunster from Bank of America Corp. as head of fixed-income strategies
The announcements came Monday as Future Proof kicks off in Huntington Beach, Calif.
