RIA News

The AI-enabled Savvy Wealth platform added Fidelity alongside Schwab in little more than a month.

Northwestern Mutual’s Trenton Hazen will lead the new division and develop retirement plan services at the $500 million RIA.

Waverly grows assets by 200% in two years, $34 billion Moneta adds a sixth office and $250 million in Boulder, Colo., and Kestra scores an Ameriprise team.

Sanctuary’s latest partner firm, M&K Legacy Wealth, comes over via advisor referral and is based in its own backyard.

Expressive Wealth, a new RIA with $200 million in assets, is led by three female partners and has a licensed clinical psychologist on staff.

Alan Moore says XYPN’s new corporate RIA ‘Sapphire’ will be easy to join, and easy to leave. “I never wanted to build a platform that used handcuffs and scare tactics to keep people.”

The combined RIA will operate under the Security Financial Management name and serve clients from five Florida locations.

The self-described digital family office has dramatically overshot recruitment goals with a spate of Empower expats.

Salameh, the Wealthies' CMO of the Year in 2023, will serve as chief growth officer at the hybrid RIA platform.

Serving as interim division head since 2022, Price will oversee organic growth and an accelerated acquisition strategy at the $10 billion firm.