Advisors Need Automation, Not 'Phoniness': Snappy Kraken
By Jane Wollman Rusoff Jane Wollman Rusoff"There's a real hunger for authenticity and being human," Snappy Kraken's Angel Gonzalez tells ThinkAdvisor.
June 05, 2023
Creative Planning Buys $2.5B Professional Services FirmThe addition gives Creative Planning an "even stronger presence in the Midwest," said CEO Peter Mallouk.
June 01, 2023
Mariner Wealth Advisors Launches Financial Wellness PlatformThe introduction follows the RIA's acquisition of Spring, a provider of financial wellness benefits.
June 01, 2023
Hightower Continues Growth Streak With $2B RIA AcquisitionThe acquisition of Vigilant Wealth Management is Hightower's fifth deal this year.
May 31, 2023
Edelman Financial Engines Names New CEOJay Shah is set to join Edelman on Aug. 18, while Larry Raffone becomes the Edelman board chairman.
May 31, 2023
Atria BD Adds Former Signature Bank Advisors With $1BThe three-person team joins a branch of Cadaret Grant in New York.
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.