$6.4B SageSpring Wealth Moves to Dynasty Financial Platform From Raymond James
By Dinah Wisenberg BrinDynasty calls the shift one of the industry's biggest moves to independence in recent years.
January 24, 2025
Judge Dismisses Hollywood Managers’ Suit Against Goldman, Focus FinancialThe managers claimed Goldman misled them about Focus’ $7 billion acquisition, spoiling their own efforts to be acquired.
January 24, 2025
Focus Partners Wealth to Buy $4.2B RIAThe deal with Seattle-based Merriman Wealth is the business unit's ninth acquisition over the past year.
January 23, 2025
The Dos and Don'ts of Adding New ClientsDavid Scranton of Sound Income Strategies offers ThinkAdvisor some of his conventional wisdom-busting tactics.
January 22, 2025
Many Young Advisors Lack Key Skills. Here's How RIAs Can Help.Newcomers were never trained to flex their prospecting muscles in the same way as the old guard.
January 17, 2025
RIAs’ Market Optimism Ticks Up: SurveyYet 48% still see a moderate or high likelihood of recession within a year, Security Benefit found.
January 16, 2025
As Wire Fraud Claims Rise, Advisors May Find They Aren’t Properly InsuredAn advisory firm needs to protect itself to ensure that it isn’t on the hook for these liabilities.
January 16, 2025
AI Will Wipe Out 80% of Financial Planning Business, Advisor PredictsMega-firms will use data aggregation to swallow the middle market, Thomas Goodson says.