Burney Company, a Virginia-based RIA with $2.4 billion in assets, has added Goldman Sachs Advisor Solutions’ custodial service to expand access to alternative investments.
It may be the first year in nearly a decade that the RIA market doesn’t break records, but industry trackers expect it will remain heated as private equity, new players and synergistic opportunities abound.
Aspiriant, Key Private Bank and Merrill Lynch lost advisors to Manhattan West and Steward Partners in moves announced this week, while F.L.Putnam expanded in Maine.
Wealth management is still a growth industry. We’ll never have enough advisors to serve every potential client. So when organic growth hits a wall, it’s exciting to watch the industry’s hungriest, most inventive leaders find a way over it. Instead...
The newly-appointed advice tech executive talks about how he got started in politics, how this work intersects with his new role, his thoughts on the fee-for-service model debate and his vision for the future of the advisor billing software company.
