Lido Advisors, a Los Angeles-based RIA with $29 billion in client assets, has acquired BluePointe Capital Management, a Menlo Park, Calif.-based firm with $870 million in AUM. BluePointe, a fee ...

AUBURN, Ala. – Taja Cole, a former standout point guard at Georgia and Virginia Tech, will join coach Larry Vickers ’ staff as assistant coach for player development, it was announced today.

$3.8 billion RIA Daymark Wealth Management's East Coast move features a breakaway team from Wells Fargo and Janney, led by an experienced father-daughter advisor duo.

What RIA Sellers Can Learn–Good and Bad–From Trump’s Negotiating Tactics The president’s trademark negotiating style can help—or hinder—parties on both sides of the table.

DeAna Fai Set To Release New Song in ‘#WorstChristmasEver’ Starring B.J. Britt,Taja V. Simpson, Shanti Lowry, Bill Bellamy,Tamala Jones, Maurice Hall, Tyler Lofton, and Mo Ashley ...

As RIA-JMTC moves forward with AS9100 certification, it is poised to become a leader in military manufacturing, driving innovation and contributing to the strength and security of the United States.

Naturally "messy" Ría Safford built RíOrganize into a seven-figure luxury organizing business, after gaining fame by organizing Chrissy Teigen's pantry.

Mike Durbin explained the rationale behind offering multiple RIA options to the market and the firm’s success with some “signed wins” among defecting Commonwealth/LPL advisors.

Thomas Goodson, CEO of The AmeriFlex Group, says independent broker-dealer Cambridge is a better fit for his firm’s strategy of offering advisors multiple affiliation options.

Also, another independent RIA has opened its doors under the leadership of a former chairman, president, and CEO of a storied institution in Oklahoma.

Osaic Inc., the big broker-dealer network owned by Reverence Capital Partners, announced the acquisition of Boston-based fee-only advisor CW Advisors LLC, with $13.5 billion in assets under ...

The RIA industry has expanded tremendously over the past 25 years, with headcounts, client numbers, and assets hitting record highs in 2024, according to the latest snapshot report from trade ...