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.”
Attorney Matt Baum breaks down the facts on the latest FTC noncompete rule, the potential impact on an advisor’s business, current agreements, the ability to transition and more.
