Astraea Wealth has launched on the Equita platform, focusing on women, LGBTQ clients and “anxious savers,” while Apella Wealth tops $4 billion in AUM with ClearLogic Financial deal.
The addition of Gil Addeo is key to expanding Axos' services to independent broker/dealers and RIAs, the company says.
Most ETF issuers have agreed to pay a new maintenance fee to Fidelity, leaving only a handful that investors will have to pay $100 service fees to purchase.
GA Investment Management, a Pittsburgh-based team with more than $450 million in assets under advisement, joins Avantax's in-house RIA.
The century-old asset management firm is adding talent and services through a growth strategy predicated primarily on opportunity and trust.
Plus, a Los Angeles firm serving the ultra-wealthy taps a CPA from AdvicePeriod to manage multi-family office services and other reported news of the week.
With this latest acquisition, Arax now has 120 advisors overseeing more than $16 billion in assets under management and advisement.
Matthew Gotlin will lead an expanded investment team focused on tax-efficient and tech-enabled investing and research.