The funds approved by the $30 billion RIA platform include those from Fidelity, BlackRock, Bitwise and Franklin Templeton.

Corient reported during its quarterly earnings call that it is fully severed from parent company CI Financial in all but ownership and debt.

Meketa’s new RIA-focused private investment platform has a new capital partner, while Cetera and Snowden Lane both announced deals and SEIA hired a new head of wealth transfer.

Wintrust will move two businesses and 85 advisors to the LPL Institution Services platform from Wells Fargo.

Also, Advzyon and Apex announce integrations and AssetMark boosts it 2024 tech budget by $15 million.

Brian Andrew, the recently appointed chief investment officer at Merit Financial Advisors, provides a peek inside the $10 billion RIA’s model portfolio.