RIA Industry Broke Records, Again, in 2021: New Data
By Jeff BermanThe sector grew 16.7%, with 15,000 SEC-registered advisors managing $128.4 trillion in assets for 64.7 million clients.
June 22, 2022
Pershing's Harrison: More Acquisitions Likely Around Pershing XBut advisors' biggest challenge now, by far, is finding and retaining top talent, Ben Harrison tells ThinkAdvisor.
June 22, 2022
Meet the LUMINARIES Class of 2022 FinalistsNow in its second year, the recognition program spotlights firms and individuals who excel in four categories.
June 22, 2022
Portfolio Insights and Outlooks (Video)Asset Manager of the Year Award winners explain what they did in 2021, as well as how they're adjusting their portfolios in 2022.
June 22, 2022
Driving Excellence in Asset Management (Video)Asset Manager of the Year Award winners highlight the processes, philosophies and methods that support stellar performance.
June 22, 2022
Zooming In on Intelligent Financial Life (Video)Envestnet CEO Bill Crager, industry partners, and this year's award winners define and discuss this groundbreaking development.
June 21, 2022
Invest in Others Names 'Charitable Champions' of 2022Collectively, the winners raised nearly $2.1 million and donated 20,750 hours through their community-focused efforts in 2021.
June 20, 2022
Pershing X Platform Launch on Track for Late 2022A new business unit focused on building "innovative solutions for the advisory industry" developed the prototype, the firm says.