The former wealth head of the failed regional bank is building a new platform to attract high-net-worth wirehouse teams.
Even as the pace of advisor growth doubled, challenges continued for the overwhelming majority of smaller firms.
The platform continues to elevate its appeal to RIAs with the appointment of the longtime Schwab executive.
Echelon Partners report shows RIAs continuing to gain market share in 2023, while private equity firms figured in three-fifths of transactions.
California-based Greykasell Wealth Strategies provides planning services to high-net-worth individuals, families, and business owners.
The employee-owned RIA will see its AUA balloon past $100 billion as it builds a 'true multi-generational family office experience.'
The new executives have experience at some of the biggest industry names.
A January wave of consolidation sees $32 billion in assets purchased across 23 deals, Fidelity reports.
The addition of Prudeo Partners, an asset management and planning practice based in Pennsylvania and South Carolina, brings Perigon's AUM to $6.9B.
Reflecting on her unique experiences and family background gave Tremaine Wills the confidence to go big and really help women with financial literacy
An insurance brokerage CEO says RIAs' failure to adopt modern technology is causing them to fall behind.
Michael Kitces, longtime financial planner and blogger, says he’s ‘not a fan.'
A combination of obsessive entrepreneurial spirit and a roller-coaster learning curve led William Huston to a unique niche within financial services.
The two female advisors behind independent platform explain residency program that aims to ensure talent funnel of diverse candidates.
‘If a firm values its human capital, then it will make an investment to make sure that their talent can flourish for the advancement of the bottom line,’ says Lazetta Rainey Braxton, co-CEO of 2050 Wealth Partners.
Veronica Karas, advisor at Captrust, explains why financial planning comes first.
New office is led by a 30-year veteran of the wealth management industry.
Jon W. Zindel has more than 30 years of industry experience.
A unique ownership model and growing service offerings continue to be a draw for Los Angeles-based RIA.
National RIA aims to enhance advisor-client matching with Catchlight's advanced analytics and personalization tools.
