Why Goldman Bought, and Sold, United Capital
By John ManganaroExecutives thought they could best serve RIAs by buying one. The reality was not what they expected.
May 03, 2024
Altruist Hits $1.5B Valuation After Latest Funding RoundThe startup custodian for independent RIAs has raised over $450 million total.
April 30, 2024
IBD Channel Faces Exodus to RIAs: CerulliOf advisors thinking of going independent, only a fraction said they'd want to custody with their current BD.
April 30, 2024
Raymond James Is on a Recruiting Tear, Exec Says"We're in deep conversations with large teams, more than what we've seen historically," PCG President Scott Curtis says.
April 30, 2024
Focus Financial Names New CEOSix months after founder Rudy Adolf stepped down, the firm has picked a leader from a partner RIA.
April 26, 2024
Carson Group Turmoil Raises Big QuestionsExperts speak out on how the firm seems to have fallen short and what should be done in response.
April 24, 2024
Ex-CMO Sues Carson Group Over Handling of Sexual Assault: A TimelineThe lawsuit is tied to a complex set of circumstances and conversations dating back to at least mid-2021.
April 24, 2024
Two Ways Advisors Can Add Value, Without Picking Stocks"The industry's historical model of how we add value is under threat," MyVest CEO Anton Honickman says.