Luke Barbalich was a client of Biondo Investment Advisors for 20 years. Now, he’ll sit on the other side of the table as an advisor at the $800 million RIA.
Even while it remains partnered with Onramp Invest and Eaglebrook Advisors, Gemini is buying its own wealth management–focused crypto platform, BITRIA.
RIA Lawyers, founded by Max Schatzow, Cary Kvitka and Ryan Walter, will work with advisory firms with assets under management between $100 million and $10 billion.
Academics at the University of Oregon found that private equity–backed RIAs had a 147% increase in the percentage of their advisors committing misconduct after the takeover.