Mariner Aims to Add 250 Senior Wealth Advisors in Major Recruiting Push
CEO Marty Bicknell says growing the mega-RIAs senior wealth advisor pool is a key priority.
CEO Marty Bicknell says growing the mega-RIAs senior wealth advisor pool is a key priority.
Empower Personal Wealth, which staffs about 1,000 advisors, reported 29% asset growth in 2024.
The deal to add Connecticut-based Eagle Ridge Investment Management boosts Carnegie’s employee headcount by more than 25%.
Focal's John Connell explores the transformative power of agentic AI in the financial advisory space.
More choice in remotely managing heldaway retirement assets, Orion announces numerous updates at annual conference, Smarsh acquires audio compliance vendor.
CleverX Consulting aims to help small and mid-sized advisory firms navigate the M&A landscape, both before and after a transaction.
The Anya Institute for Human Revolution aims to help advisors bring clients a more enlightened approach to financial planning.
Our often grumpy technology columnist worries for advisors regarding large client inheritances, and other things.
The Florida-based Payant Wealth Management Group, which used an Osaic broker/dealer for brokerage business, has come under the firm’s corporate RIA.
Rich Steinmeier always wanted to lead a company, but that timeline suddenly became expedited with the firing of LPL CEO Dan Arnold.