Since the advent of Big Data, more RIA firms are turning to risk analytics software. Should this be part of your RIA tech stack? Read on to find out.
Entrepreneur kicks off InvestmentNews’ RIA Activate with message to business leaders before industry executives discuss how to attract NextGen advisors.
'This war of human capital isn't going to get better, it's going to get worse in my opinion,' RIA exec says.
A total five new leaders have been appointed at the $24.6B firm this month.
Inaugural study finds more than two-thirds expect at least mild growth in the stock market, while nine-tenths brace for continued volatility.
‘Wealth-building is the final frontier of feminism,’ says Hilary Hendershott of Hendershott Wealth Management
The psychological aspect of wealth transfer is just as important as the financial aspect, if not more so, advisor says.
The Delaware-based fee-only practice, led by a veteran with 25 years of experience, is joining the RIA’s partner platform.
The Massachusetts-based RIA is expanding its wealth management offerings with a key deal in New Hampshire.
The fee-only RIA builds on its acquisition streak so far this year with its first foothold in Charlotte, North Carolina.
New addition expands the RIA firm’s national footprint.
The founder of the national wealth firm is handing over the reins to Burt White, former chief investment officer at LPL.
The Chicago-based RIA’s union with Denver-based Agility, a well-regarded OCIO service provider, will vault it past the $100B AUM mark.
The wealth network’s hub strategy continues with the assimilation of Tennessee-based InterOcean Capital Group.
Independence and being one’s own boss are what it’s all about for Shirl Penney, who stresses the fact that that Dynasty’s technology was built for ‘a business owner who happens to be an advisor’
The firm's latest recruit was previously with Prosperity.
Graham Capital has a new sister firm, focused on bookkeeping and tax preparation, led by a professional with three decades of experience.
The CEO of the firm founded by former Wells Fargo private bank execs says its record two-year organic growth is due to its ‘truly independent, entrepreneurial approach.'
MML Investors Services reps can earn an "advisor growth bonus" this year that rewards net new assets.
Multiple incidents of using personal text communications were discovered.
