Too many firms were failing to consider and offer lower-cost or lower-risk alternatives to the non-traded products, or other complex offerings like private placements, according to a new report from state regulators.
Lazetta Braxton, co-CEO of 2050 Wealth Partners discusses how she is structuring her firm to serve the investor of the future.
Open, honest and candid discussions about the latest news in the RPA industry.
Modern Wealth has completed its 4th acquisition since establishing anchor offices just weeks after a PE-backed April launch
Uncover the latest trends shaping the M&A sphere in 2023, driving strategic decisions and future success.
More than 7,000 advisor firms, 3.6 million client accounts and $1.3 trillion in assets were moved overall.
The addition of Grove Point brings Atria Wealth Solutions to almost $120 billion in assets across seven subsidiary businesses.
Many who custody with one or both have seen no major hiccups so far, while some smaller, TD-only firms expressed confusion and frustration.
