Our industry can do better, and both advisors and clients should expect more, writes Farther’s CEO and co-founder.
Ahmad Quqa and his team will create Crescent Private Wealth by aligning with RFG. The move follows several executive hires at RFG earlier this year.
The Series E round values the RIA custodian at $1.5 billion.
Rita Robbins sees an opportunity to bring Affiliated Advisors’ service model to independent RIAs bogged down in “the muddy middle.”