RIAs

With rate cuts still on the horizon, some advisors wonder if it's time to look for returns beyond high-yield savings and money market accounts.

Stephen Rhodes, the founder of Signify Wealth, has built the advisory practice into a 15-employee firm managing $250 million. Here's the story of his pivotal decision 12 years ago.

CEO Jamie Dimon has long contrasted Florida's business-friendly climate with his firm's native New York.

SEC-registered investment advisors hit an all-time high in 2023 as assets under management also rebounded to stronger growth, according to the latest survey by Investment Adviser Association (IAA) and COMPLY.

The deal values closely held Fisher Investments at $12.75 billion and is part of the founder's estate planning, according to the firm.

Like its Wall Street rival Morgan Stanley, Citi sees a path to trillions in client assets in its workplace division.

Working in teams can boost productivity, make succession easier and allow advisors to move upmarket, new research suggests.

The deal comes as a Raymond James executive questions if advisors who choose to go with private owners won't regret their decisions in three to five years.

LPL Financial topped the list, but the next five firms in these rankings of the 10 that picked up the most brokers from rivals are wirehouses and employee brokerages.

The latest appointment comes amid Citi's continued overhaul of its executive ranks and wealth business.