More than half of the advisory clients in a February survey reported leaving their advisor in 2023, while another 9% thought about it.

Supporters and critics of the proposed rule are setting up discussions with the Office of Management and Budget, one of the last steps before the final rule will be revealed.

Professionalization, new investors and market realities are changing the rules of RIA M&A, according to research from Advisor Growth Strategies.

Wilshire’s experts will help Yieldstreet’s clients engage in new investment strategies and get access to investments sourced by an institutional advisor.

Meath Wealth Advisors represents the seventh team to join Journey since 2021 and gives the RIA its first Minneapolis office.

The transition comes with other senior level changes, including Scott Curtis taking over as COO and Tash Elwyn succeeding him as head of the private client group.

The financial technology platforms cited inflation and other factors for the recent increases.