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The PE-backed hybrid RIA is acquiring a practice with nine financial advisors managing $1.46 billion in client assets.
June 9
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The co-founder of Edelman Financial Services will now dedicate his energy to his recently launched RIA Digital Assets Council.
June 8
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Cardea Capital signs up for the technology just weeks after a rival attacked the fintech’s methodology and levied accusations of racism.
June 8
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The private equity-backed wealth and 401(k) manager drew away an ex-Hightower team as part of its surging growth in the past year.
June 3
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Four advisors launched a program for RIAs this summer with industry-changing potential.
June 2
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The firm serves UHNW clients, and the advisors embarked on a search in order to enable clients to have more access to private investments.
May 27
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The custodian has 15 firms scheduled to transition before the end of this year. It hopes to migrate each of them over in less than six weeks.
May 26
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A lack of faith gives investment and wealth management firms the lowest ranking among the least trusted types of financial services companies, a Morning Consult survey finds.
May 25
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The program has historically been high-stakes and cold-calling friendly. Novice advisors can expect something different now.
May 25
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Onramp Invest features integrations with Wealthbox CRM and Advzyon, a partnership with WisdomTree and financial backing from Ritholtz Wealth Management.
May 25
