News

The chief investment officers for T. Rowe Price and Schwab Asset Management discussed disconnects between how RIAs and retail investors view current opportunities.

The funding will be put toward research and development, hiring and enhancements to data quality.

The online presence and listings manager could pay up to $220 million for the client engagement and compliance platform.

Denver-based SRS Capital Advisors is the latest RIA to join under Arax’s multi-boutique strategy.

California-based duo Tim Woodall and Dustin Raring are the latest team from the collapsed bank to leave its acquirer. They are joining LPL through its affiliation model for employee advisors.

SRM Private Wealth represents the 11th team to join Summit this year. It will use Goldman Sachs for custody.

Instead of simply a question-and-answer format, Brightwave reports are “living documents” that can be expanded and manipulated based on an advisor’s interests.

The acquisition of Shore Morgan Young, an RIA with over $615 million in client assets, gives Lido a foothold in the Silicon Heartland.

Former Fidelity Investments Life Insurance Company President Jerry Patterson will lead Cetera’s retirement, insurance and annuities segment.