Aspiriant Acquires $850M RIA in Silicon Valley, Tops $10B in AUM
With acquisition of RIA Stanford Investment, wealth management firm will have $10 billion in client AUM, says CEO Rob Francais.
The 5 ‘Mega Trends’ Remaking Wealth Management
Laser App published the first in a series of white papers detailing the trends and the effect they’ll have on the wealth management industry.
Morgan Stanley and Fiduciary: Never the Twain Shall Meet?
Statements of values or virtues don’t instill a corporate culture. Compensation policies and budgets do.
Indie Advisors, Firms Create $48B in Economic Output: FSI Study
The advisors and their work also generate some 482,000 jobs, according to the Financial Services Institute.
Wells Fargo Indie Channel Picks Up 6 Reps From Rivals
The advisors move to the firm with over $500 million in client assets from UBS, Bank of America and other broker-dealers.
3 Reasons Advisors Should Consider Working in a Credit Union
If you're looking for a new home for your advisory practice, a credit union offers unique advantages.
$550M Merrill Team Goes Indie With Dynasty in Florida
Also, Raymond James and Wells Fargo add several Morgan Stanley reps; Pavilion Financial to buy Jeffrey Slocum & Associates.
$2.2B Morgan Stanley Group Leaves to Form RIA
The Wichita, Kansas, firm will serve about 900 families in Kansas and work with Pershing Advisor Solutions.
Will Smith’s 8 Life Lessons for Advisors
The movie star told LPL Financial reps how he became and remains a global superstar.
Morgan Stanley Group Breaks Away to Partner With Rival
Six veteran reps left the wirehouse to own their practice and affiliate with Wells Fargo FiNet.