Emily Jaffe, president and Certified Divorce Financial Analyst at OFC Wealth Management, uses a customized technology stack at her $137 AUM firm to bring “Order From Chaos.”

As the financial services sector braces for yet another transformative period, the hybrid RIA firm of the future needs to adapt its recruiting efforts to attract top-tier talent.

It’s easy to obsess over expanding your practice but don’t let that stop you from taking the simple legal steps necessary to protect all your hard work.

Denver-based SRS Capital Advisors is the latest RIA to join under Arax’s multi-boutique strategy.

SRM Private Wealth represents the 11th team to join Summit this year. It will use Goldman Sachs for custody.

An RIA’s level of satisfaction with a custodian is directly correlated with the proportion of assets held with them.