Axos to Integrate Envestnet's Managed Account Tech
By John ManganaroThe partnership will help clients automate routine tasks like rebalancing and reporting, while expanding investment options.
October 29, 2024
Mariner Says Neuberger Berman Is Its New Minority InvestorCEO Marty Bicknell will stay on as leader of the $246 billion RIA and keep majority control.
October 28, 2024
Ameriprise: Departing Advisors Took 4,500 Clients' Data to LPLAn LPL tool allowed recruits to upload client data beyond the Broker Protocol, Ameriprise says.
October 28, 2024
Lovell Minnick Takes Stakes in Two FirmsThe private equity firm is buying into Americana Partners, a Dynasty partner firm, and Cohen & Co.
October 25, 2024
5 Growth Strategies for Independent RIAsFrom hiring to marketing to tech, any growth strategy must prioritize client needs.
October 25, 2024
How an RIA Serves Ultra-Wealthy Clients by Catering to Advisors"Everyone focuses on clients," Aspiriant CEO Rob Francais says. "But we also focus on the trusted advisor's experience."
October 25, 2024
How High-Performing RIAs Are Growing Their Profits: FidelityTop firms are better at controlling expenses and offer smaller discounts, a new benchmarking study finds.
October 24, 2024
Modern Wealth Management Buys $1.4B Petso FinancialThe acquisition is Modern Wealth's 11th to date and its sixth of the year.