The firm's latest additions in Indiana and South Dakota, including a family-run advisory team, managed more than $500M combined at their previous firms.
The new fintech provider led by former InvestCloud leaders is offering a new AI-driven communication suite and a personalized digital referrals tool.
The three advisors joining the firm in Kansas are launching their own venture through its independent affiliate channel.
The RIA's fifth acquisition of 2024 pushes it past the $7B AUM mark while establishing a foundational foothold in Chicago, Illinois.
The AI-enabled fintech platform is adding the hybrid RIA to its network of organic growth-focused wealth firms.
The national wealth firm's latest deal adds $1B in assets while extending its reach to affluent clients in Indiana.
The agreement will bring roughly 350 advisors with $12B in AUA and $4B in AUM under the seasoned IBD acquirer's umbrella.
Survey of advisors and high-net-worth investors points to education, recommendations as vital drivers in relationships.
The BofA wealth unit's latest additions in Texas and New York reportedly oversee $950M in client assets combined
The RIA platform has obtained a fresh financial vote of confidence from a consortium that includes existing investors like Schwab corporation.
