RIAs

The acquisition comes just nine days after United Capital acquired an Atlanta wealth manager and is the latest example of the firm’s aggressive, Starbucks-inspired expansion strategy.

Sanctuary Wealth Services, a San Francisco-based platform provider and services support firm for wealth managers, has snagged a Morgan Stanley breakaway team specializing in proprietary asset management.

One key element separates the fastest-growing RIA firms from their peers, according to a new Schwab report.

The Boston company said it is realigning to better serve advisors in the independent, bank, broker-dealer and family office channels.

It may be difficult to resist, but responding to emotionally charged emails instead of initiating a verbal discussion can be a slippery slope. Not only can it harm relationships, it tends to be a distraction from what really matters write Dave Grant.

St. Louis-based Buckingham Asset Management has added JWA Financial Group of Dallas in its latest acquisition.

When wirehouse brokers consider shifting to independence, they need to weigh a lot of factors and ask a lot of questions. John Stuart and Mag Black-Scott of Beverly Hills Wealth Management provide 11 questions that should be top of mind before making the move.

With choices like Salesforce, Junxure, Redtail and more available in the marketplace, selecting the right CRM can be difficult. Dave Grant weighed a lot of options and considered many factors when he made his decision.

To continue its expansion in Atlanta, United Capital announced Monday it bought the majority of the assets of Atlanta-based PPA Advisors.

On the morning after the demise of the Defense of Marriage Act, Vikki Lenhart of Hart & Patterson Financial Services conducted a financial assessment for one of her same-sex clients and realized they are entitled to $36,000 in additional Social Security income.