Cetera Buys $490M BD, RIA in Philadelphia
By Jeff BermanThe purchase of Magis Financial Partners was finalized March 1, Cetera says.
March 09, 2021
Orion to Acquire Portfolio Stress-Testing PlatformThe platform, HiddenLevers, is a rival of the popular risk management platform Riskalyze.
March 05, 2021
How Can Advisors Empower Female Clients?Female advisors discussed how to help women overcome the wealth gap and the confidence gap.
March 03, 2021
Two Impact Investing RIAs to MergeRachel Robasciotti and Maya Philipson will join Abacus Wealth as director of advocacy engagement and strategic advisor, respectively.
March 03, 2021
$1.2B RIA Leaves Merrill to Create New FirmThe principals of Blue Bell, Pennsylvania-based Amplius Wealth Advisors previously worked for a boutique wealth group within Merrill.
March 02, 2021
XY Planning Network Hires 2 New ExecsStephanie Foster has joined the company as chief administrative officer, while Lisa Bukowitz has been named chief marketing officer.
March 01, 2021
Advisors Must Go Digital or Die: PanelExperts from firms including Broadridge and Edward Jones explain how tech can, and must, be used to meet clients' demands.
February 26, 2021
Focus Financial Adds $5B RIAThe addition of Prairie Capital Management strengthens Focus' position with RIA firms serving ultra-high-net-worth clients.