WealthManagement Edge

Integrations will enable compliance, capture and analysis of data from ChatGPT Enterprise usage.

Ashton Thomas Private Wealth has become the latest RIA to adopt the alternative investment platform.

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.

The updates were done in partnership with IncomeConductor software.

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.