Methodology: REP.’s Top 25 Women-Owned RIAs list was assembled using data from SEC filings and Meridian-IQ (in which Penton Media has a stake). Advisors are ranked by their firm’s total assets under management. To land on the list...
Referral alliances with CPAs, attorneys or other professionals are one of the top ways affluent investors are introduced to their financial advisor, according to the Oechsli Institute’s 2015 Affluent Investor Research. So how do elite...
The past 12 months or so have seen some of the largest advisory teams on Wall Street move to other firms. But a number of these deals—involving teams with more than $1 billion of assets under management and in excess of $5 million in annual...
