EP Wealth scooped up a billion-dollar firm in its second acquisition of the year while a handful of other deals representing almost $900 million in assets were announced this week, and Private Advisor Group added a new role.
Portrait Analytics exits stealth with $3 million in seed funding and generative AI that is emblematic of what the future holds for advisors.
David Pulcini of SixPoint Financial Partners discusses his path from insurance broker/dealer to independent B/D, and ultimately on to hybrid RIA, RFG Advisory.
About 10%-15% of the RIA’s billable assets are now on the direct indexing platform, built through a combination of outside partnerships and proprietary technology.
James Millegan didn’t pay more than $2.5 million in taxes and instead used the money for personal expenses, including a classic Rolls-Royce.
Open, honest and candid discussions about the latest news in the RPA industry.
Two of United Capital's co-founders and another executive have left Goldman Sachs to build an RIA with $200 million from private-equity firm Crestview Partners.
