WealthManagement Edge

By combining the right strategies and embracing change, RIAs can adapt to the evolving market landscape and create a legacy that withstands the test of time.

President Thomas Carroll will take over the role from Andy Berg on Jan. 1.

Advisors, reps and leaders from throughout the industry discussed diversity, equity and inclusion issues during a think tank held in conjunction with the 2023 WealthManagement.com Industry Awards.

Duran, who built and sold United Capital to Goldman Sachs, has revealed his new company, Rise Growth Partners, which will take minority stakes in RIAs and help them become national, scaled platforms.

Are your custodians eyeing your clients? ‘The margins are there,’ said one RIA CEO.

Avantax shareholders will be cashed out at $26 per share and the tax-focused broker/dealer will operate as separate unit within Cetera

The announcements came Monday as Future Proof kicks off in Huntington Beach, Calif.

Wolfsen will take over CEO Eric Clarke's role in mid-October. Meanwhile, AssetMark has named Michael Kim, president and chief client officer, as its new chief executive.