170 Advisory Firms Have Joined iCapital Year-to-Date

Jul 18, 2024

Ashton Thomas Private Wealth has become the latest RIA to adopt the alternative investment platform.

Schwab Benchmarking: RIA Growth Rebounds in 2023

Jul 18, 2024

After a rough 2022 with negative growth rates across the board, many independent RIAs rebounded last year, posting median organic growth of 5%, according to Schwab’s RIA Benchmarking report.

Advisor Jess Bost Joins Alex Chalekian’s Lake Avenue Financial

Jul 17, 2024

Jess Bost, former vice president of strategic partnerships at Alpha Architect, joins the $115M firm as lead financial planner.

‘Finfluencers’ Have Davos Set Rethinking Future of Wealth Advice

Jul 17, 2024

With a massive transfer of money to younger generations looming, a new report says the financial services industry needs to change how it connects with Gen Z and millennials.

Retirement Tech Startup Notches $1.33B Valuation

Jul 17, 2024

Human Interest helps small businesses set up 401(k) services.

CFP Board Names Rise Growth Partners Executive as Chair-Elect

Jul 17, 2024

Terri Kallsen joined Joe Duran’s new venture after previous stints at Wealth Enhancement Group and Schwab. She’ll succeed current CFP Board Chair Matthew Boersen and Chair-Elect Liz Miller.

The Healthy Advisor: From Near-Death to New Purpose With Martine Lellis

Jul 17, 2024

When Martine Lellis woke up from a coma doctors didn’t think she’d come out of, she was given a new lease on life, and it has fueled her passion for making bold, compassionate choices in the financial services industry.

401(k) Real Talk Episode 114: July 17, 2024

Jul 17, 2024

Open, honest and candid discussion about broker/dealer satisfaction among advisors, mutual fund and ETF prices, fallout from the Chevron decision, the future of IRA rollovers and more.

World Investment Advisors Acquires $3.5B Raymond James Team

Jul 17, 2024

Fresh off a rebrand, World Investment Advisors adds Boston Harbor Wealth Advisors, as it continues to build out its wealth business.