-
Good Life Companies fosters competition among wealth managers for its own health and runs food stores and a gym.
June 17 -
The hybrid firm’s giant parent tapped a new leader as it builds out a growing team with a mission.
June 16 -
Invent 2021 DevCon will feature keynotes and workshops with project leaders from Microsoft, Uber and Samsung.
June 16 -
Bill and Chris Hamm admit it’s been something of a rocky start, but they say IFP is saving advisors and clients money compared to a typical wealth manager.
June 15 -
Fueled remote work and worries over tax hikes, financial advisors who live in expensive cities are trimming their personal tax bills by moving to low-tax and no-tax states.
June 15 -
The Dallas-based hybrid RIA has more than 100 reps, and, if they follow the chief’s exit, it would be the the No. 1 IBD’s largest loss since 2019.
June 11 -
The PE-backed hybrid RIA is acquiring a practice with nine financial advisors managing $1.46 billion in client assets.
June 9 -
The co-founder of Edelman Financial Services will now dedicate his energy to his recently launched RIA Digital Assets Council.
June 8 -
Cardea Capital signs up for the technology just weeks after a rival attacked the fintech’s methodology and levied accusations of racism.
June 8 -
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