RIA Edge

Significant demographic shifts amongst those who hold wealth in the US illuminate an opportunity for financial firms to position themselves ahead of the curve.

The former Key Client Group has 10 financial professionals across the country and establishes footholds for Summit Trail in Portland, Ore. and Denver.

Independence affords advisors the flexibility to break out on their own and still work with a broker/dealer on commissionable business.

Denver-based SRS Capital Advisors is the latest RIA to join under Arax’s multi-boutique strategy.

SRM Private Wealth represents the 11th team to join Summit this year. It will use Goldman Sachs for custody.

An RIA’s level of satisfaction with a custodian is directly correlated with the proportion of assets held with them.

The acquisition of Shore Morgan Young, an RIA with over $615 million in client assets, gives Lido a foothold in the Silicon Heartland.

Merchant expects to double its network of RIAs over the next two to three years, as it continues to expand globally.

JFG’s CIO Dominic Ceci discusses the $10 billion RIA’s rules-based rebalancing approach, the opportunity he sees in reinsurance, and the decision to phase out the cash allocation over the next year.