Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Orion Closes HiddenLevers Deal: Tech Roundup
By Jeff BermanAlso, Envestnet appointed Chris Shutler as head of market intelligence.
April 15, 2021
$800M Texas Team Splits From Kestra, Joins LPLFort Worth-based Gus Bates Insurance & Investments joins LPL's BD, hybrid RIA and custodial platforms.
April 12, 2021
Carson Group Adds Ex-JPMorgan AdvisorChicago-based Alexander Legacy Private Wealth Management joins the Carson Partners network.
April 12, 2021
RIA Integrated Partners Added Over $600M in Assets During Q1Advisor Mark Mitamura and his team are among the latest recruits added to RIA Integrated Partners.
April 12, 2021
$650M Merrill Team Makes a Break for Independence With LPLThe South Carolina-based advisors formed the independent firm NorthEnd Private Wealth.
April 09, 2021
$2B Advisory and Asset Management Firm Opens in LAAudent Capital Partners is operating as two separate companies: Audent Family Wealth Advisors and Audent Global Asset Management.
April 09, 2021
Pro Bono Financial Planning Surged in 2020, Group SaysGrantees and partners provided 27% more one-on-one advice sessions than in 2019, the foundation said.
April 09, 2021
In-Person Conferences Returning This SeptemberMorningstar, the FPA and Inside ETFs are holding live events this year; some will have virtual components.