Range, an RIA managing about $700 million, currently employs roughly 25 financial advisors, but CEO Fahad Hassan says, "over the next one to three years, our plan is to eliminate our own advisor base, ...

Kestra Private Wealth Services, a hybrid RIA subsidiary of Kestra Financial, said a veteran financial advisor with more than 20 years of industry experience and managing more than $250 million has ...

OneVest debuts its agentic wealth operating system and forms strategic partnership with Merit Financial Advisors ...

Learn effective strategies to locate and select a financial advisor in your area ...

Carnegie Private Wealth, a Charlotte, N.C.-based registered investment advisor in LPL Financial’s corporate RIA channel with $2.2 billion in assets under management, has restructured its compensation ...

With 40k+ users and $30B+ assets on platform, the SEC-registered firm unveils an always-on AI to proactively optimize ...

Arax Investment Partners today announced that Pinnacle Peak Private Client Group (“Pinnacle Peak”) has joined Ashton Thomas Private Wealth (“Ashton Thomas”). This deal continues Ashton Thomas’ rapid ...

Syntax Data, a leader in financial data and technology, today announced the official launch of Saidee(TM), its premier AI agent and portfolio development application. Designed to empower financial ...

Aspen Standard has also partnered with a $1 billion RIA, marking its largest deal to date, while Choreo expands in the West ...

The most oft-cited regret for advisors who sold their RIA firm was that the acquirer overpromised and underdelivered.

Creative Planning, LLC (Creative Planning), one of the nation's largest registered investment advisors (RIAs) today announced it has been recognized by the Wall Street Journal's Buy Side (WSJ | Buy ...

Zoe's private labeling allows RIAs to customize the platform to reflect their brand identity. RIAs can build client loyalty while Zoe works behind the scenes. NEW YORK CITY, NY / ACCESS Newswire / ...