Digital marketing and home-grown planning software, FP Alpha, has launched RIA Altfest into a new phase of tech-enabled growth as the firm looks to expand into new locations.
University of Miami basketball brought Justin Heller and his partner together at the wirehouse; now they've launched their own firm with an assist from Rapport Financial's Aaron Hattenbach.
The dynamics are shifting in the RIA M&A space, and recent events will likely spur a rise in small aggregators merging or selling to larger enterprises, argues NewEdge Advisors’ Alex Goss.
Fresh off becoming a full custodian, Altruist will now have close to 10% market share of total RIA firms, SSG’s service organization and a relationship with Pershing.
The head of Brookfield Oaktree Wealth Solutions discusses the RIA landscape and how alternatives have shifted from institutional to individual investors.
Multifamily office Pathstone announced investments from two different backers this week, Allworth Financial made its second and third acquisitions of the year, and Apella bought a California RIA. Meanwhile, NewEdge Wealth has a new principal.
