Creative Planning Joins Fidelity Referral Program
By Dinah Wisenberg BrinCEO Peter Mallouk says he expects a third custodian to become "dominant" along with Fidelity and Schwab.
May 06, 2024
Focus Financial to Merge RIAs Buckingham, Colony GroupBuckingham CEO Adam Birenbaum will lead the combined RIA; Colony CEO Michael Nathanson recently became chief of Focus.
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.