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.

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.

Three participants in the Virtual Externship program share their experiences.

The MassMutual subsidiary is also offering elevated FDIC insurance levels starting in mid-April.

Conceived as a response to pandemic shutdowns, the program solves for a much larger problem.

Lido and a subsidiary of Israeli Discount Bank have created a joint RIA to provide asset management services to the bank’s clients.