News

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.
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 ...
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.
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.
Envestnet today announced the appointment of Sean Meighan as Head of RIA Distribution, a new role created to reinforce Envestnet's deep and ongoing investment in the Registered Independent Advisor ...
RIA industry transactions appear immune to the broader slowdown of corporate M&A amid global trade disruption, Goldman Sachs executives said today at an event in New York City. “We see a very ...
Morris said Summit decided three months ago to move independent, and the firm received SEC approval to become an RIA on March 27, a few days before Commonwealth announced its $2.7 billion sale to ...
Former Envestnet executives John Phoenix and Jay Hummel have launched Uniting Wealth Partners (UWP), a new RIA aggregator that will be majority-owned by advisors to challenge the existing roll-up ...
Post Wanted loves TAJA Collection candles, and this Mother's Day drop is second to none. Here's why any of the brand's latest launches make a great gift this year.
RIA Eyewear Vantage (Golf HD+) Sunglasses As the other top seller in men's eyewear, the Vantage (Golf HD+) has a sporty look to it for golfers seeking an edge in both a competitive and stylish way.
Merit Financial, a Georgia-based RIA with roughly $12 billion AUM, announced earlier this month that it was joining Fidelity's Wealth Advisor Solutions (WAS) client referral program. New RIA M&A ...