AI Saves Advisors 90 Minutes Per Client Meeting: F2 Strategy’s Doug Fritz
By Janet LevauxThis means more time to serve clients and grow their businesses in new ways, he says.
June 04, 2025
Mariner Scores $1.4B Firm Serving AthletesTaurus Asset Management is based on Madison Avenue in New York and is taking on the Mariner brand.
June 03, 2025
Mercer Adds $2B Wealth Team in OklahomaThe RIA's second deal in the state brings its asset base in Texas and Oklahoma to $7 billion.
June 03, 2025
Commonwealth Is Latest Firm to Tap Wealth.com for Estate PlanningThe firm wants to help its advisors attract and retain high-net-worth clients through more specialized services.
June 03, 2025
BNY Rolls Out New Products, Services at Insite EventIts new programs include UMA tools, an advisor network and banking account services for investors.
June 02, 2025
TradePMR CEO to RIAs: Wake Up!Robb Baldwin discussed his firm's plans as part of Robinhood and why RIAs must "get back to being rainmakers."
June 02, 2025
Hightower Completes CEO Transition, Handing Larry Restieri the ReinsRestieri, a former Goldman partner, takes over from Bob Oros, who held the role since 2019.
May 30, 2025
Focus Partners Acquires $9.4B RIA Firm in L.A.Churchill Management is the first external firm that the aggregator has added since its rebrand.