'It’s great that PE is involved with our business as a validation of sorts, but I think the thesis is wrong,' said Phil Fiore, CEO of Procyon Partners, a Dynasty partner firm.
Pershing's Lisa Crafford details the importance of staying abreast of M&A developments for RIA leaders.
Advisor Growth Strategies' Brandon Kawal details why RIA valuation levels are rising.
Hightower’s deal with Los Angeles–based Grant Tani Barash & Altman brings personal CFO services to the firm’s advisors, the next step in creating an end-to-end family office model.
CAIS CEO Matt Brown discusses the role of alternative investments within the current market and the importance of education as investing continues to evolve.
In buying Wealthfront, UBS is expanding its clientele to a broader base.
In recent weeks, LPL also has welcomed new independent practices from advisors departing Wells Fargo, Commonwealth and Morgan Stanley.
The Board cited growth in the numbers of female, Black and Hispanic CFPs, though these groups still represent small portions of the overall profession.
Reegan Rae shares her company’s growth philosophy, how it measures growth rates when considering market opportunities and what the future holds for Arnerich Massena when it comes to M&As.
Eaglebrook Advisors said its platform already has hundreds of advisors using it to manage more than $100 million in assets.
