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Control and client continuity underpin their commitment to independence
A 36-year-old practice carries nearly 300 households onto an independent platform
Twenty-eight advisors managing $825 million chose Gateway Financial Partners over following Sierra Ridge to Cetera, citing partnership culture and platform continuity.
Prime Capital, which has about 170 advisor-owners, can provide liquidity to its shareholders without a controlled transaction.
As advisory practices mature, Purpose Advisor Solutions explores why the model that supported early growth can start to feel restrictive
Someone needs to own the whole picture.
What Defines a Best-in-Class RIA in 2026? The RIA industry is at an inflection point. Investment per...
The 23-person team has left the broker/dealer after 30 years to create Fathom Advisors. The registered investment advisor has selected Schwab as custodian.
CD Valet has as many as 200,000 savers visiting its site every month looking for the best deals on certificates of deposit. It's betting they would make a perfect fit for advisors...
The best model depends on what you want from your business, career and future.
The advisors, who operated as a unified Raymond James branch since 2022, will keep the firm as their primary custodian while joining Dallas-based RIA platform Ascentis.
Phil Scott and Jim Atwood said when they joined JPMorgan from the failed First Republic bank they were assured they'd be immune from pressures to periodically rebalance client port...
FiComm’s Meg Carpenter challenges the industry’s reliance on referrals, based on data from the firm’s The New Growth Equation report.
New Brunswick advisors explain how teamwork pushed them towards Wellington-Altus
New Escalent research shows younger advisors are driving a shift away from self-built portfolios toward technology-enabled solutions
The Seattle-based team said it has joined LPL’s RIA channel and custodial platform for its technology, advisor service model and investments in innovation.
Advisors in Transamerica’s network will now have access to Great Lakes Advisors’ Large Cap Value UMA and SMA strategy.
OpenArc and SageSpring have created internal pipelines of next-generation talent through mentors and team-based approaches, rather than instructing the firms' early career advisors...
The FinServ Foundation fellowship prepares the next generation of financial planners for long-term success.
State mandates and 401 complexity are redefining the group benefits broker's role
Most independent advisors begin by building a book of business around themselves. Their knowledge. Their relationships. Their reputation. Their clients. And that can create an extr...
Cerulli Associates finds true fee-only RIAs are growing more slowly than hybrid firms with brokerage ties or insurance licenses among the largest wealth managers.
Advisors could find a pool of prospects eager for more advice than they tend to get from their 401(k) plans alone.
Georgia-based Praxis Financial Partners brings four advisors and a support staff to LPL’s RIA platform after evaluating more than a dozen firms.
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