RIAs

The wealth manager has opened more ways to affiliate with the firm by starting to tap M&A deals with a sizeable pipeline for more in the future.

CEO Michael Farr will also become Hightower’s new chief market strategist.

The firm is the first service that makes it possible to gain exposure to cryptocurrency as part of a diversified portfolio with automation features.

The study, conducted between January and March 2021, contains self-reported data from firms that custody their assets with Schwab Advisor Services or TD Ameritrade.

The firm made several other changes to its executive leadership, including a new chief marketing officer.

The number of registered investment advisors in the Sunshine State is up 27% over the last 5 years.

Clients depend on us to know not just how to handle their investments, but why they are investing in the first place.

The deal formally unites Marty Bicknell and Steve Lockshin, two of the biggest names in wealthtech investing.

Private equity firms are jostling to invest in financial advice firms that they think may become cash cows.

Strategic buyers and consolidators like Captrust are driving a record pace in overall transactions and those involving sellers with at least $1 billion in AUM.