Hightower Continues Growth Streak With $2B RIA Acquisition
By Jeff BermanThe acquisition of Vigilant Wealth Management is Hightower's fifth deal this year.
May 26, 2023
EP Wealth President Ryan Parker Becomes CEOParker, who's replacing Patrick Goshtigian, previously led wealth management at Citizens Bank and was CEO of Edelman Financial.
May 24, 2023
Ritholtz Wealth Launches New Robo Wealth ManagerThe new service, Good Advice, has a minimum investment level of $15,000.
May 22, 2023
Orion CEO Set to RetireEric Clarke, who founded the firm in late 1999, will continue to serve on its board.
May 18, 2023
First Command Sues LPL Over Alleged Advisor PoachingThe military-focused firm says LPL recruited three of its advisors and caused them to violate agreements.
May 17, 2023
Adviser Investments to Merge With Ropes Wealth AdvisorsThe combined entity will manage almost $15 billion in client assets after the deal closes.
May 16, 2023
Reg BI Is a 'Work in Progress': SEC ChiefSEC Chairman Gensler addressed hot topics, like off-channel communications, at FINRA's annual conference Tuesday.
May 11, 2023
6 Advisor Marketing Strategies That Really WorkAt a Kitces Marketing Summit, advisors discussed ways they had successfully attracted new clients.