In conjunction with the funding, which included investments from Ritholtz Wealth Management and Mariner, the company is also rebranding as Dispatch.

Fresh off its rebranding from CoastalOne, Realta Wealth has hired Mark Helliker, a former Avantax, LPL and Schwab executive, as chief operating officer.

Summit founder Reed Colley's latest endeavor is being rolled out to Brighton's advisors across 33 states.

Ending last year on a high note, the self-styled ‘home for hybrids’ reached $9.5 billion in assets and launched an acquisition-focused OSJ model.

BlackRock is among big money managers, including Wellington Management and T. Rowe Price Group Inc., that have recently cut jobs and redirected budgets.

A majority of stock analysts now recommend investors hold Morgan Stanley, but not to add shares, while they recommend buying Citigroup.

Mercer is picking up an Iowa practice with $275 million in assets in its second deal of the year.

Capital Management Group of New York represents Hightower’s first "strategic investment" of 2024.

The IBD has created a new RIA, BridgePort Financial Solutions, to execute on its flexible acquisition strategy; it launches with three transactions and $1 billion in assets under advisement.

Sander Ressler's Vidiance aims to deliver client testimonials compliant with SEC marketing rules.