WealthManagement Edge

Understanding the activity of your peers will help you become a smarter advisor and a better steward for your clients.

The AI-enabled Savvy Wealth platform added Fidelity alongside Schwab in little more than a month.

Northwestern Mutual’s Trenton Hazen will lead the new division and develop retirement plan services at the $500 million RIA.

Waverly grows assets by 200% in two years, $34 billion Moneta adds a sixth office and $250 million in Boulder, Colo., and Kestra scores an Ameriprise team.

Sanctuary’s latest partner firm, M&K Legacy Wealth, comes over via advisor referral and is based in its own backyard.

Expressive Wealth, a new RIA with $200 million in assets, is led by three female partners and has a licensed clinical psychologist on staff.

Alan Moore says XYPN’s new corporate RIA ‘Sapphire’ will be easy to join, and easy to leave. “I never wanted to build a platform that used handcuffs and scare tactics to keep people.”