Christopher Robbins

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OneDigital Buys $2.6B Wintrust Retirement Plan Subsidiary

by FA Staff

Wintrust Retirement Benefits Advisors serves more than 200 retirement plan sponsors.

Prospera Financial Adds $650M AUM Calif. Firm

by FA Staff

Painter, Smith & Amberg says its four advisors have more than 100 years in combined experience.

Pathstone Boosts Total Assets Over $100B By Adding $3B AUM Colo. RIA

by FA Staff

Pathstone bills itself as one of the largest RIAs serving the ultra-high-net-worth segment.

Salt Lake City Advisor Joins Crewe Advisors From Integrated Financial Group

by FA Staff

James Davenport's addition to Crewe Advisors is expected to help push the firm past the $2 billion AUM mark.

Private Advisor Group Adds $120M AUM Ill.-Based Virtual Advisor

by FA News

Poterack Capital Advisors, based in Morton, Ill., is led by CEO Ryan Poterack.

Spot Bitcoin ETFs Are Here! Now What?

by

Crypto advocates have won a huge victory getting spot bitcoin ETFs to market. What does that mean for investors?

Ariz. Rep Suspended, Penalized $36K Over Unsuitable Alt Sales

by FA Staff

Finra alleged that Luke Johnson steered nine clients into $2.35 million worth of unsuitable investments.

Joe Duran's Rise Growth Partners Receives $250M Capital Infusion

by FA Staff

Rise said it plans to invest in advisor firms with $1 billion to $5 billion in assets under management.

$2B AUM California Firm Joins OneDigital RIA Subsidiary

by FA Staff

WealthSource Partners in San Luis Obispo, Calif., is a hybrid RIA operating across nine states.

Bluespring Buys $500M AUM Family-Run Va. RIA

by FA Staff

In a released statement, Hughes Financial Services claims to have doubled in size over the past four years.

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