Industry News
Industry News
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The merger "will fundamentally transform the RIA ecosystem," tru CEO Craig Stuvland says.
May 1 -
Higher expenses from the record headcount of financial advisors and a continuous stream of recruits and acquisitions are investing in the firm's future earnings, though.
May 1 -
Michael Nathanson will replace interim chief Dan Glaser but remain the chief of The Colony Group as the RIA aggregator consolidates its ranks out of the public eye.
April 30 -
Signature Estate & Investment Advisors will accelerate its plan to reach $50 billion in client assets by 2027 by acquiring a Cleveland-based enterprise with 21 advisors.
April 30 -
In the first three months of 2024, both profits and client assets reached new heights at RayJay's Private Client Group.
April 25 -
Amid a busy April for big hires, compliance tech provider COMPLY and wealthtech platform TIFIN have brought on industry vets Michael Stanton and Jeannette Kuda, respectively, aiming for strategic growth.
April 24 -
After a mixed quarter for the firm's wealth unit, CEO Ron Kruszewski predicted that the Fed may cut rates zero or just once or even hike them in 2024.
April 24 -
Advisor360° names former MassMutual exec Mike Fanning as its new CEO
April 23 -
The number of experienced financial advisor recruits fell in the first quarter, but Ameriprise's overall headcount and its profits are on the rise.
April 23 -
Fidelity launched a new hub aimed at helping advisors who said they're struggling to grow organically. The move comes as LPL Financial and BlackRock launched similar hubs this year.
April 23