RIA Edge

After a rough 2022 with negative growth rates across the board, many independent RIAs rebounded last year, posting median organic growth of 5%, according to Schwab’s RIA Benchmarking report.

Jess Bost, former vice president of strategic partnerships at Alpha Architect, joins the $115M firm as lead financial planner.

Rather than stifling creativity, set processes ensure efficiency, accuracy and repeatability in client service.

Fresh off a rebrand, World Investment Advisors adds Boston Harbor Wealth Advisors, as it continues to build out its wealth business.

Atlanta-based Gratus Capital is the latest to be rolled up as part of Focus Financial’s hub strategy.

A team led by Kara Boccella has left Certuity to create Serenus Wealth Advisors in Santa Monica, Calif.

CEO Walt Bettinger said asset and revenue attrition levels from the integration of the two firms are below original estimates.

Sometimes, what seems like the most straightforward task can end up the most difficult and meaningful.

Interval funds continue to raise cash from investors, and new managers are launching products briskly.

Effective immediately, Prime Capital Investment Advisors will become Prime Capital Financial, while Pensionmark rebrands to World Investment Advisors, a nod to its parent company.