401k plan
Seven Reasons Why RIAs Should Offer 401(k) Plan Services to Clients
Nov 15, 2023
Managing defined contribution plans solidifies relationships with existing clients while potentially opening doors to new, long-term HNW partnerships.
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tru Independence Partners with Opto to Offer Private Investments
Nov 15, 2023
tru Independence signs up to offer Opto's customized private investment funds to a growing stable of partner firms.
Shirl Penney
Dynasty Sets $100B Growth Goal
Nov 15, 2023
CEO Shirl Penney expects his independent advisor services platform to reach its goal by Independence Day of next year, and he still has plans to take the company public.
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Sponsored Content
Franklin Tsung on RIAs
Feb 08, 2024
Franklin Tsung, CEO at Future Advice, discusses the future for RIAs seeking to compete with both "platform" RIAs and traditional wirehouse advisors.
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Snowden Lane Exceeds $1B in Recruited Assets in 2023
Nov 13, 2023
The seventh breakaway advisor to join Snowden Lane this year, William “Trey” Jones III managed $230 million at Merrill Lynch.
CI Financial
Corient Growth Offsets CI Financial's Q3 Asset Losses in Canada
Nov 10, 2023
On an earnings call this week, CEO Kurt MacAlpine said to expect more acquisitions at a less frenzied pace than past years as the company continues to pay down debt.
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RIA People Roundup: EP Wealth Advisors Taps Kyle Miller to Lead M&A
Nov 10, 2023
A host of ‘strategic’ hires and promotions were announced this week, as firms continue to focus on growth.
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