The firm has also hired a new CIO as it scales up its operations.
$1T asset manager has also promoted Americas real estate head to a global role.
People moves are gathering pace as the new year gets underway.
It's the firm's first announced deal of 2024 following 12 last year.
Founders say the Avise Financial platform puts ownership back in the hands of advisors.
The deal enhances the RIA's presence in Ohio and Northern Virginia.
Costs surged in 2023 and are set to do the same in 2024, says new report.
New offering is for advisors seeking the next step of their career.
The collaboration will enable greater tax optimization for Clearstead clients.
Most fund executives say risk appetite will be higher in the next 12 months.
