RIA News

ROffice is similar to other freelance services marketplaces out there, such as Fiverr or Upwork, but it’s specific to the financial services industry.

Professionalization, new investors and market realities are changing the rules of RIA M&A, according to research from Advisor Growth Strategies.

Meath Wealth Advisors represents the seventh team to join Journey since 2021 and gives the RIA its first Minneapolis office.

Bruce K. Lee, CEO of Keebeck Wealth Management, is teaming up with a new asset management, research and communications platform to achieve scale via ‘digital army.’

Caprock’s acquisition of Grey Street Capital brings the UHNW multifamily office to more than $11 billion AUA.

Carson Group also announces two additions, Realta Wealth names a new CFO and Savant adds to its board.

After presiding over infrastructure expansion, a shift in strategy and more than $80 billion in asset growth, Hightower’s CEO shares his thoughts on the job, the industry and recent rumors of a sale.

The platform now includes more than a dozen fee-based alternative strategies, a comparable number of globally diversified passive strategies and five internal SMAs.

The Palm Financial Group has joined Baird’s Madison West office.

Previously affiliated with Mariner’s independent advisor platform, the Washington state firm brings 401(k), estate planning and insurance talent to Merit.