Janney Names Inaugural Chief Strategic Initiatives Officer
By Rob BurgessIn his newly created role, Frank van Etten will report directly to CEO Tony Miller.
May 26, 2026
Boutique RIAs Seek Advisors They Can ShapeMany firms "want to avoid the 15- to 20-year-plus advisor who's set in their ways," recruiter Ali Staton says.
May 22, 2026
Rockefeller Global Family Office Adds $1B Team From Morgan StanleyMichael Outlaw, president of Rockefeller Global Family Office, told ThinkAdvisor that expanding their Florida presence was key.
May 06, 2026
These Firms Gained the Most Advisors Since 2021The number of firm-switching advisors increased by nearly 4,000 in 2025 from a year earlier, new research finds.
April 29, 2026
Cetera Launches National Employee-Advisor RIACetera Planning Partners, part of Jennifer Hanau's RIA and Branches channel, will have about $19 billion in AUA.
April 28, 2026
LPL Rolls Out Military-Deployment Practice Support ProgramThe program aims to support advisors and their firms when they're deployed.
April 24, 2026
Modern Wealth Acquires $1B Brown & Co.This is the California-based RIA's second such deal this month.
April 21, 2026
5 Signs It's Time to Start Thinking About M&AThe advisors who navigate the process well don't wait until they're exhausted or forced into a decision.