As Markets Waver, Alternatives Hit Their Stride

Jul 20, 2022

Advisor demand for alternative investments is growing, according to a new Cerulli study, with exposures to intermittent liquidity products increasing sharply in 2021.

401(k) Real Talk Episode 25: July 20, 2022

Jul 20, 2022

Open, honest and candid discussions about the latest news in the RPA industry.

The Healthy Advisor Podcast: The Silver Lining With Danika Waddell

Jul 20, 2022

In 2020, advisor Danika Waddell found herself in some regulatory trouble, due to no fault of her own. It ultimately led her to start her own firm, and she’s never looked back.

IRI Lobbies Congress To Approve SEC Funding For Reg BI, Form CRS Oversight

Jul 19, 2022

President and CEO Wayne Chopus sent letters to U.S. Senate and House leaders urging them to approve FY 2023 money for the SEC to make new hires in its Enforcement and Examination divisions.

Mariner Wealth Advisors Acquires The Financial Services Network

Jul 19, 2022

Acquisition will add more than 400 advisors to the Mariner network and broaden platform offerings.

RIA Edge Podcast: Matt Cosgriff on the Journey to $2 Billion in AUM

Jul 19, 2022

BerganKDV's Matt Cosgriff discusses the growth strategies used by the company to expand its wealth management business.

True North Networks Merges With RightSize Solutions

Jul 18, 2022

The combined firm could become a major player in providing managed security and cybersecurity services to independent RIAs.

Snowden Lane Adds $180M Fieldpoint Advisor to Leadership Team

Jul 18, 2022

Former Fieldpoint Private Managing Director Tom Hakala joins Snowden Lane’s NYC headquarters.

BofA's Wealth Management Revenue Climbs 7% in Second Quarter

Jul 18, 2022

According to the second quarter earnings, revenue in the wealth management and BofA Private Bank businesses grew by 7% to $5.4 billion in the second quarter compared with a year ago.