HIghtower's Wichita, Kan.–based wealth management firm more than doubles partners with next-gen promotions, plans one-to-one mentorship program.
Shannon Eusey, Beacon Pointe Advisors, explores what trends are emerging in the RIA space and what has the next generation excited about this industry.
The program is an integrated part of the company’s existing platform to assist IARs in the states with rules on the books based on NASAA’s template for CE requirements.
Beacon Pointe’s President Matt Cooper and Sasank Chary, Managing Director of KKR, discuss the key drivers of their strategic partnership.
After AdvicePeriod was acquired by Mariner Wealth Advisors, Katherine Simmonds left to start her own RIA with some help from tru Independence.
Sageview continues its focus on retirement and wealth with its Summit Financial Consultants acquisition.
Custody, financial services and fintech provider SEI names industry veteran Gabriel Garcia to lead development of technology suite for RIAs.
Insights gleaned from the WealthManagement EDGE Conference.
Orion CEO and founder Eric Clarke examines how the investment, fintech and RIA channels are converging to change the future of advice.
Boutique advisory firm Icon Wealth Partners will leverage Focus Financial’s M&A capabilities, industry experience.
