CG Advisor also has a relationship with LPL's custodian and is looking to partner with a third or fourth custodian.
Here's a list of the biggest hybrid registered investment advisors, based on the data firms report to the SEC on their Form ADV.
'Kowach has been laying the groundwork for this since last year,' says one industry source.
The asset-based model is the default setting for many firms, but more creative thinking is needed to attract the next generation of clients.
Deal brings together two of the longest-established US wealth management businesses.
Allworth's board has begun a search for a new chief executive.
It's the fifth sub-acquisition since Fairport joined Hightower in 2017.
National registered investment advisor firm expands its Californian presence with latest acquisition.
'It's a weird little portmanteau,' one marketing executive said.
Advisors hail traditional benefits of ETFs while trend toward aggressive equity exposure shows how 'soft landing has replaced recession.'
Martin Smith blends his advisory niche with an old-school method of rolling up his sleeves and making lots of cold calls.
The expanded investment banking and capital markets team will focus on three key verticals.
PCE inflation data is at its lowest level in two years, but is that enough to stop the Fed from raising interest rates?
Proposal will be an 'additive regime' that gets layered on, according to lawyer.
The June pause in the rate-hike cycle has introduced the possibility of another pause in September, but most advisors see rates higher for longer.
The payment platform brings on fintech veteran Alex Sauickie, who plans to help expand services to banks and broker-dealers.
Naratil, a 39-year veteran of UBS, last fall stepped down from his senior roles at the wirehouse.
With $210 billion in AUM, Creative Planning marks one of the largest RIAs to join Goldman's custodian.
IPOs may still be a road to riches for giant aggregators, but critics say hurdles remain.
Here's a list of the biggest fee-only registered investment advisors, based on the data firms report to the SEC on their Form ADV.
