| | | | | The AI-driven, automation-focused platform provider has attracted advisors to its RIA unit at a steady clip as well. Read More > |
|
|
| | | CEO Marc Schechter discusses the decision to sell, why he was on the fence about the deal and his thoughts on private equity investment in wealth management. Read More > |
|
|
|
| | | Mike Durbin explained the rationale behind offering multiple RIA options to the market and the firm’s success with some “signed wins” among defecting Commonwealth/LPL advisors. Read More > |
|
|
|
| | | Acquiring RIAs like Clearstead and Kestra’s Bluespring are in the market for business development hires even as mega- to mid-sized RIAs like Captrust, Soltis and Caprock have recently poached M&A expertise. Read More > |
|
|
|
| | | The departure of Liz Legacy is the latest in a string of exits from Realta Wealth. Read More > |
|
|
|
| | | The growing drumbeat of expanding private market access to the wealth channel has reached a crescendo. Read More > |
|
|
|
| | | Jason Van de Loo replaces Larry Miles, who will transition into the newly created role of executive vice president of strategic partnerships. Read More > |
|
|
|
| | | Cetera Blended Alternatives Model-Moderate will feature private equity, private credit and private real estate funds. Read More > |
|
|
|
