Fidelity: Advisors Gave Up Asset Growth for Client Retention in 2022

Nov 07, 2023

Net new assets reported by RIAs dropped by 40% YOY, according to a Fidelity survey suggesting it may be time to consider adjusting fees and outsourcing functions.

RIA Edge Podcast: Pioneering the Outsourced CIO Business Model With John Hirtle

Nov 07, 2023

Jonathan Hirtle, founder and chairman of Hirtle, Callaghan & Co., has been called the “Oracle of Outsource” by Pension & Investments magazine for his work pioneering the “outsourced chief investment officer” business model for families and...

Catchlight Upgrade 'Personalizes' Mass Prospect Marketing

Nov 06, 2023

The AI-powered lead optimization tool developed by Fidelity Labs now matches unique messages to different groups of convertible prospects.

Life Settlement Firm Launches Wealth Division With Dynasty Support

Nov 06, 2023

Abacus Life went public via a SPAC in July, and is now getting into the wealth management business.

Republic Capital Group Moves Headquarters from Houston to NYC

Nov 06, 2023

Republic Capital Group moves from Space City to the Big Apple in a bid for proximity and talent.

Rockefeller Snags $500M Team From Merrill’s Private Bank

Nov 03, 2023

Advisor Robert Moon, who managed $500 million at Merrill Lynch’s Private Banking and Investment Group, joins Rockefeller's Global Family Office.

Creative Planning Closes on Acquisition of Goldman Sachs Personal Financial Management

Nov 03, 2023

The new United Capital has $20 billion in total assets, 125 advisors, its own ADV and a management team pulled from both Creative Planning and Goldman Sachs.

Elements Unveils New RIA Partnership Model

Nov 02, 2023

The upcoming service will focus on investors who do not currently meet the asset minimums at most firms.

Dynasty Partner Firm Lifts Two Advisors Out of Rockefeller

Nov 02, 2023

Christopher Fineburg and Teresa Armel have left Rockefeller Global Family Office, which has become one of the most sought-after options for UHNW advisors, to join Next Capital Management.

Mindy Diamond on Independence: An Inside Look at Goldman Sachs Advisor Solutions

Nov 02, 2023

Richard Lofgren, the managing director of Goldman Sachs Advisor Solutions, details how they differentiate from other established custodians, their ideal advisor profile and more.