Consolidation may be a prevailing industry trend. But the founders of a Chicago-based RIA see no reason to join a large ...

The wealth management giant has bolstered its independent advisor arm again with the latest additions in the Pacific ...

Momentum Advisors' Allan Boomer details his journey from a Merrill intern to Goldman Sachs to independence as a true ...

Pathstone, a giant Englewood, N.J., registered investment advisor focused on family offices and the ultra-high-net-worth client, has hired industry veteran Eddie Brown as chief growth officer, the ...

The fund will be managed by Matthew Snider, Chief Investment Officer of Digital Wealth Partners. Snider brings substantial experience in wealth management and digital finance, with a focus on managing ...

Integrated Partners has expanded the reach of its $20 billion RIA operations with a new affiliate in Boston.

Zeplyn, an artificial intelligence (AI) assistant designed for financial advisors, has garnered $3m in seed funding to ...

The wirehouse’s independent channel has become the fastest growing segment of its wealth management unit and helped retain ...

Bluegrass Wealth Advisors is proud to announce that James Phelps, CRPC™, Senior Financial Advisor, has been authorized by the ...

Founded in 2007, White Oak Global Advisors has become a prominent player in providing ... Each investment reflects Hakkak’s strategic approach to wealth management, contributing to his standing as a ...

Chapel & Collins LLC, a Fort Collins-based registered investment adviser, has been acquired by Denver-based Mercer Global Advisors Inc.

John Thiel, the former head of Merrill Lynch Wealth Management, has launched a new registered investment advisor (RIA) firm called Indivisible Partners. The firm is based in Clearwater, Florida, and ...