Clients will be able to choose robo or human advice, as well as some options in between.
The platform is designed for advisers who want to have a hand in portfolio construction, but are also concentrating on other areas of the financial planning process.
Private equity backing could fuel acquisitions by the large RIA.
The deal brings together two fund families and financial advisory businesses.
Theories abound, but little agreement on why it's so difficult to get more females into the adviser workforce.
Ashton Thomas Private Wealth in Scottsdale, Ariz., will see a near-50% increase in assets under management to $730 million through a partnership with Tucson-based Financial Architects.
Five deals this month already beats last year's quarterly consolidation pace.
Focus Financial partner firm has done seven deals since 2011.
Health savings accounts are an investment planning opportunity, given most of their $45 billion sits in cash.
