WealthManagement Edge

Adding the Virginia and Pennslyvania-based Agili to CW Advisors will boost the combined firm to 11 offices nationwide, with 113 employees and $10 billion in AUM.

Neil Gilfedder, the firm’s CIO, talks about how the RIA has incorporated its co-founder’s risk-adjusted investment analysis and how it stays transparent with clients.

Take these steps to ensure your RIA is ready for an influx in advisors and clients.

Summit is making the investment alongside Merchant Investment Management, its backer.

Crux Wealth Advisors, founded by advisor Travis Alexander, is planning a multi-phase transition, and it will use BNY Pershing for custody.

Our columnist sees the future of wealthtech in a small band of young entrepreneurs solving the “lead generation” problem.

Christian Widen, who has business development experience at Schwab, Pershing and Fidelity, joins Gateway Financial Partners.

The company will now focus on its RIA acquisition strategy in the latter part of this year.

Cary Carbonaro joins Ashton Thomas as a managing wealth advisor and Women and Wealth Ambassador for the firm.