Executives at some of the biggest RIA consolidators, HighTower, Beacon Pointe Wealth Advisors and Mariner Wealth Advisors, share their insights.
Three Bridges Planning joins Kestra’s private wealth unit, which helps wirehouse advisors go independent.
In the RIA world, it’s a seller’s market. But the expansion of financing options is pushing more sellers into the market, lenders say.
The SEC is scheduled to vote on its Regulation Best Interest rule proposal on June 5.