WealthManagement Edge

Gregory Gardner relies in large measure on technologies from Orion Advisor Solutions to run and manage his $85 million in AUM RIA, but has gone a different route with some of his tech.

On the heels of its move to NYC, RCG won awards for ‘deal of the year’ and ‘firm of the year’ from The M&A Advisor.

The national healthcare advisory firm will merge its wealth management business, Curi Capital, with RMB.

Firms will have to be transparent, provide adequate guardrails and deliver impactful strategies to succeed because while AI won't replace humans it is not going away.

The newly created RIA, Stablepoint Partners, said Goldman’s research, investments and white glove service stood out.

Mariner's "ongoing" campaign to lure Edelman Financial Engines advisors includes calling the larger RIA a "sinking ship."

It was another busy week for M&A in the RIA space, with no less than 10 firms announcing deals, representing close to $8 billion in transacted assets.

Joining as a founding managing partner and global investment strategist, Joelson brings an impressive resume to the nascent, tech-centric advisory platform.