Latest Issue Cover
Home » Financial Advisor » FA Online » Channels » RIA MARKET CENTRAL

RIA MARKET CENTRAL

[1]  17 18 19 20 21 22 23 24   [43]

Wealth Enhancement Group Acquires $1B Los Angeles RIA

by FA Staff

The acquisition of Oakwood Capital Management raises Wealth Enhancement Group's total client assets above $37 billion.

CAPTRUST Hits Milestone With Addition Of $2.1B NNP

by FA Staff

Greenville, S.C.-based Nachman Norwood & Parrott Wealth Management is the 50th team to join CAPTRUST since 2006.

Financial Services Finally Catch Up To Len Reinhart

by

Len Reinhart predicted the UMH would define how household portfolios are managed 20 years ahead of schedule.

Altruist Adds Three Big-Name Asset Managers To Its Advisor Platform

by

BlackRock, State Street Global Advisors and Redwood Investment Management boost Altruist's model portfolio offerings.

Colony Group Agrees To Acquire $2.8B AUM Investment Manager

by FA Staff

After closing on the M&A deal, Colony will have 16 offices nationwide and more than 275 team members.

Schwab's $200 Million Charge Puts Scrutiny On Robo-Advising

by ,

Regulators are now looking more closely at how robo-advisors invest, bill and advertise.

SCOTUS To Hear Pivotal 403(b) Participant Lawsuit Over Excessive Fees

by

A Northwestern 403(b) plan's use of retail mutual fund share classes, not lower-cost institutional classes, is challenged.

$441M AUM Merrill Team Goes Solo With Affiliate Partner TruClarity

by FA Staff

Kickstand encourages clients to stay educated and confident in their financial decisions.

Second Homes Are Overrated

by

Just because the vacation housing market is cooling off doesn't mean it's a good time to buy.

How To Spot A Fake Retirement

by

What do clients really mean when they say they are doing fine after leaving work?

CFP Board Sanctions 40 Financial Planners

by

The sanctions range from public censures to revocations of the right to use the CFP marks.

$300M Waddell & Reed Team Joins Raymond James

by FA Staff

Eight financial advisors in Kansas are now part of Raymond James's independent advisor channel.

CI Financial Agrees To Acquire Radnor Financial With $2.6B AUM

by FA Staff

The Radnor acquisition marks CI's 19th acquisition in the U.S. since January 2020.

Philadelphia-Area Firm With $200M Joins LaSalle St.'s RIA Platform

by FA Staff

Retirement Planning Specialists, a four-member team in Willow Grove, Pa., was founded and led by Joe Sarappo.

Some Advisors Stop Giving Rollover Advice Due To DOL Rule Complexities

by

ERISA experts say that other advisors are underestimating the complexities of the new fiduciary rule.

LPL Lands 30-Member Ex-Voya Team With $1.6B

by FA Staff

Brian M. Woods Financial Services of Danvers, Mass., is the third billion-dollar team LPL has announced in less than two weeks.

Mercer Advisors Buys Advisory Practice Of Green Bay Packers Board Member

by

Andrew Farah, formerly an independent contractor with Raymond James Financial Services, has been a Packers board member since 2001.

$300M Ex-Merrill Lynch Team Joins Pallas Capital

by

Eric Lalime and his associate will operate on Pallas Capital's RIA platform that was built to attract wirehouse advisors.

FPA Brings In Outsider To Reverse Its Membership Decline

by

Leslie Whittet is hired as chief membership experience officer, the FPA announced.

$800M Ex-Wells Fargo International Wealth Advisor Joins Snowden Lane

by FA Staff

Tony Esses, the seventh hire this year for Snowden Lane, will head a new team in Coral Gables, Fla.

[1]  17 18 19 20 21 22 23 24   [43]