RIA News

With this latest acquisition, Arax now has 120 advisors overseeing more than $16 billion in assets under management and advisement.

Matthew Gotlin will lead an expanded investment team focused on tax-efficient and tech-enabled investing and research.

Key Advisors Wealth Management is the fourth firm to join Diversify Advisor Network’s new W-2 model.

After leaving Linscomb & Williams last year to launch an independent RIA that cuts clients in on profits, Harold Williams and his brother are being sued by the bank that bought their firm in 2012.

The $6 billion RIA brings trust service in-house.

Cetera Investment Advisers will become the primary RIA for “legacy Cetera communities.”

With more than 25 years of experience developing advisory platforms, Del Col leaves Goldman Sachs to enhance services at the emerging industry player.

Waverly Advisors has added three teams and almost $2.5 billion this year, while Fortis Capital picked up a Chicago practice helmed by a father/daughter team.

Michael Tiedemann talks about taking two companies public via SPAC, raising capital and what he and his partners are building at AlTi Tiedemann Global.

Heald Financial Advisors and Claricity Wealth became Stratos Private Wealth in its first expansion since the division launched last spring.