How to Avoid 5 Mistakes With Client Testimonials
By Andrew JohnsonIt's important to establish a publishing process with appropriate guidelines and disclosures in place.
May 13, 2024
Why Goldman Bought, and Sold, United CapitalExecutives thought they could best serve RIAs by buying one. The reality was not what they expected.
May 08, 2024
Osaic Closes Lincoln RIA and BD AcquisitionThe addition expands the wealth management firm's network of seasoned and specialized financial professionals, CEO Jamie Price says.
May 06, 2024
Focus Financial to Merge RIAs Buckingham, Colony GroupBuckingham CEO Adam Birenbaum will lead the combined RIA; Colony CEO Michael Nathanson recently became chief of Focus.
May 03, 2024
Altruist Hits $1.5B Valuation After Latest Funding RoundThe startup custodian for independent RIAs has raised over $450 million total.
April 30, 2024
IBD Channel Faces Exodus to RIAs: CerulliOf advisors thinking of going independent, only a fraction said they'd want to custody with their current BD.
April 30, 2024
Raymond James Is on a Recruiting Tear, Exec Says"We're in deep conversations with large teams, more than what we've seen historically," PCG President Scott Curtis says.
April 30, 2024
Focus Financial Names New CEOSix months after founder Rudy Adolf stepped down, the firm has picked a leader from a partner RIA.