Ritholtz-Affiliated Exhibit A Charts Platform Adds Features
By Dinah Wisenberg BrinUpdates by the RIA include custom-branded commentary ghostwritten by firm exec Ben Carlson.
March 05, 2026
Robinhood Pilots Advisor Referral NetworkMichael Kitces questioned the program's advisor fee structure.
March 05, 2026
Mercer Advisors Launches Women & Wealth PracticeThe practice, to be led by Laura Combs, will address women's growing need for financial advice.
March 04, 2026
Grow or Join? The Fork in the Road for RIAsMid-career firm owners face a stark, personal choice to reinvest heavily or partner with a well-capitalized platform.
March 04, 2026
Hightower to Buy $5B Journey Strategic WealthJourney CEO Penny Phillips will take on extra responsibilities for the mega-RIA's Signature Wealth brand.
March 04, 2026
Mariner Buys a P&C Insurance ProviderCowell Insurance will add business and individual risk advisory solutions to the mega-RIA's service offering.
March 03, 2026
United Planners Consolidates Its Compliance, Cybersecurity FunctionsIt's using the regtech tool SurgeONE.ai, which helps advisors stay ahead of regulatory exams.
March 03, 2026
Double Murder Trial for Former LPL RIA Employee Set for AprilRamy Fahim, formerly of Pence Wealth Management, is charged with killing two men, including a co-worker.