WealthManagement Edge

The new study combines years of research to gauge what clients value most and what areas advisors can focus on in strengthening relationships.

Crux Wealth Advisors, a new RIA launched this month by advisor Travis Alexander, will use Arete's proprietary tech stack and its broker/dealer, alternatives investment and insurance services.

Eide Bailly’s RIA will become part of Sequoia, and the accounting firm will take a stake in Sequoia.

Once the deal closes later this year, the combined RIA will have $32 billion in assets under management.

Minneapolis-based advisor Denver Gilliand has left Hightower to start his own RIA, among other new launches this week.

Javier Altimari, a former senior director and portfolio manager at Oppenheimer & Co., will be instrumental in building out Americana Partners International, the RIA’s new division serving international UHNW clients.

Advisor Katie Medina and her team launch TOVA Wealth, with Sanctuary's support, while John Terrion leaves Merrill to join RBC's Boulder, Colo. office.

Megan Glover will lead the RIA's human resources functions as it grows to more than 500 employees nationwide.

Over the last year, Swenson has been expanding Osaic’s options for advisors who want to operate without a FINRA license.