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Data Analytics Moves at Orion, Envestnet Are Game Changers for Their Advisory Firm Clients
Oct 21, 2022
Powerful cloud-based analytics from Snowflake and Amazon Web Services' Redshift will empower advisors, according to our tech columnist.
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Riskalyze to Rebrand Company, Change Name in 2023
Oct 20, 2022
At its annual Fearless Investing Summit in Salt Lake City, CEO Aaron Klein also announced that the company would not become a turnkey asset management platform.
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Mindy Diamond on Independence: A Former $350M UBS Advisor on His Journey From Termination to Expungement to Independence
Oct 20, 2022
Jeff Boudjouk shares his harrowing journey and how he and his partner Anthony Landi found a new home in independence with Kestra Private Wealth Services as Northeast Investment Group.
David DeVoe Summit
DeVoe: RIA M&A Still Robust, but Deals Getting Smaller
Oct 20, 2022
As a years-long record-breaking growth streak in M&A begins to slow, smaller RIAs are stepping up.
Robert "RJ" Moore and Frank Smith
Private Advisor Group President to Succeed RJ Moore as CEO
Oct 20, 2022
Private Advisor Group President Frank Smith will take over for Moore in January, in a planned succession for the 60-year-old CEO.
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The Society for Lifetime Planning Joins Kestra Financial
Oct 19, 2022
With the addition of the $600 million firm, Kestra is on track for its "best year ever."
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The Standard to Acquire Securian Financial’s Record-keeping Business
Oct 19, 2022
The combined business will operate under The Standard brand, and include Securian's retirement solutions employees, management, client relationships and distribution networks.
The Healthy Advisor Podcast with Diana Britton
The Healthy Advisor: Reflecting on a Life Well-Lived, Yet Not Without Tragedy
Oct 19, 2022
With age, comes wisdom. And with 83 years on this Earth, advisor Joseph R. Biondo has a lot to share about life, tragedy and the pursuit of happiness.
Sequoia founder and CEO Tom Haught
Sequoia Financial Group Sells $200M Stake to Valeas Capital Partners
Oct 19, 2022
The minority investment brings Valeas alongside Kudu Investment Management as the $10 billion AUM firm pursues an inorganic growth strategy.
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