Crux’s collaboration with the full-service broker-dealer and RIA comes as part of a broader multi-year tech platform agreement.
The nationally top-ranked RIA is set to expand its presence meaningfully across the Western US as it acquires Eide Bailly’s $1.58B wealth arm.
The two multibillion-dollar RIAs, led by veteran superstars from First Republic and Iconiq Capital, are looking to take several wealth hotspots by storm.
Kelly Nanasy comes to the financial advisor and investment management firm with 30 years of experience, including a successful record as a CFO.
The Dynasty Financial partner firm is looking to become a destination of choice for elite financial advisors in the international UHNW space.
The new venture, Parkwoods Wealth Partners, aims to help registered investment advisers overcome the challenges of growth and succession planning.
The broker-dealer giant’s latest addition in San Antonio comes with over two decades of experience, including owning his own RIA.
Art Ambarik, CEO of Perigon Wealth Management in California, has overseen over a decade of growth. He reflects on the sanctity of the client-advisor relationship and his priorities.
RIAs have an advantage over captive advisors and have an opportunity to seize significant client service opportunity.
Joe Duran’s vision to support growth-minded RIAs is taking flight as it acquires a minority stake in a $10B wealth firm.
Giant firms may be shunning public markets – but they are exploring other sources of capital, including going private or selling minority stakes to emerging sovereign wealth funds.
Advisors intent on landing new client relationships have a decision to make.
CEO steering the RIA juggernaut has an impressive track record of using technology to scale, but he says the real power is marrying this with people.
The Audax-backed RIA in Boston has secured new footholds in the Eastern US with its latest landmark transaction.
The RIA’s latest expansion in is led by two veteran advisors with more than half a century of collective experience.
"I think we’re gearing up to really grow very aggressively in the coming 15 months," says CEO Peter Mallouk.
Travis Alexander started his firm in 2016, and it became one of the top revenue producers at Raymond James.
The leading RIA has secured an equity interest in the Ohio-based firm’s $400M wealth division through a strategic partnership.
The family-owned ensemble led by sibling advisors adds to the fast-growing RIA's footprint in Arizona.
The $31.5B RIA and New Jersey-based branch office is helping its advisor community navigate the journey of continuity and succession planning.
