Crossmark, Bob Doll Launch 2 Active ETFs
By Dinah Wisenberg BrinThe faith-based investment management firm cited investor demand for active, transparent funds focused on values.
July 18, 2025
RIA Deals Set a First-Half Record: DeVoeDealmaking surged despite stock market turmoil, shifting interest rate expectations and geopolitical shocks.
July 17, 2025
RIA Growth Surged in 2024 and Remains a Priority: SchwabAUM increased by 16.6% while revenue was up by 17.6%, a benchmarking study found.
July 15, 2025
Hightower Names Longtime Goldman Exec as Chief Advisory OfficerScott Hadley is filling the new role at the wealth manager, tasked with overseeing advisor engagement and support.
July 14, 2025
American Portfolios to Pay $1.75M for Overbilling, False Compliance ReviewsAmerican Portfolios overbilled on alts, failed to disclose payments to an affiliate BD and backdated compliance reviews, the SEC said.
July 11, 2025
Why the Number of BDs Could Drop 20% in 5 Years"Clients, financial advisors, firms and the media all seem to favor the RIA model," consulting exec Chip Roame says.
July 10, 2025
4 Smart AI Moves RIAs Can Make Without Risking Client TrustTechnology can help firms punch above their weight class, but embracing it doesn’t have to mean recklessness.
July 10, 2025
Sanctuary Wealth Adds $580M Private Wealth AdvisorThe news comes about two months after the hybrid RIA added a $2.2 billion group from UBS.