Mariner, AdvicePeriod to Form $48.1B RIA
By Jeff BermanMariner's deal to acquire AdvicePeriod follows an investment in Mariner by private equity firm Leonard Green & Partners.
July 15, 2021
Trendspotter: Advisor Fee Structures Are ShiftingAdvisors have become more likely to offer fixed fees and hourly fees in addition to asset-based fees. Here's why.
July 15, 2021
Envestnet, Dynasty Report Strong Demand for ASx Platform: Tech RoundupAlso, AltsAxis launched an alternative investment platform and social network.
July 15, 2021
RIA Deal Activity Cools in Q2Deals are down from a strong first quarter, but 2021 is on track to exceed last year, according to DeVoe & Co. and Echelon Partners.
July 15, 2021
New LPL Program Helps Advisors Take Short-Term LeaveThe program provides client-service coverage for up to nine months of family and medical leave.
July 14, 2021
Benz, Kitces Debate Advisor Investment Accountability"Who's there to oversee these active investment choices that advisors are making?" Morningstar's Christine Benz asks.
July 14, 2021
Carson Group Valued at $1B With New Bain Capital InvestmentAs part of the deal, Long Ridge Equity Partners is giving up its minority investment in the Ron Carson-led business.
July 13, 2021
Raymond James Adds 12 Ex-Wirehouse Advisors Managing $2.2BThe additions grow the firm's footprint in South Florida.