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RIA custodian Altruist valued at over $1.5 bln in latest funding round
Reuters· 2 hours agoAltruist said on Thursday it had raised fresh capital in a funding round that gave the custodian for registered investment advisors ( ...
New Funding Round Values Start-Up Custodian Altruist at $1.5 Billion
Barrons.com· 39 minutes agoAltruist, which serves as a custodian to independent financial advisors, has raised $169 million in...
Crescent Private Wealth Launches, Supported by RFG Advisory
KTLA-TV Los Angeles· 4 hours agoQuqa launched Crescent after almost seven years at Edward Jones to better serve his community of business owners and high-net-worth clients as an independent advisor. With ...
Sanctuary Buys Tru Independence, Expanding Ability to Serve Independent Advisors
Barrons.com· 1 day agoThe combined firm supports approximately 120 independent wealth management firms managing more than...
...BIP WEALTH ACQUIRES THE MONEY ADVISOR GROUP, A COLUMBUS, GEORGIA-BASED INVESTMENT MANAGEMENT AND...
KFDX Wichita Falls· 2 days agoThe Money Advisor Group, LLC ("TMAG"), a Registered Investment Advisor (RIA) specializing in investment< ...
Cetera Launches Active ETF Research Select List
Fontana Herald News· 1 day agoCetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced today that Cetera Investment Management (CIM), a registered ...
Michael S. Schwartz, CFP(R), AEP(R) Receives Forbes' Best-in-State Wealth Awards 2024 Recognition
Digital Journal· 1 day agoPRESS RELEASE Published May 1, 2024 ACCESSWIRE NEW YORK, NY / ACCESSWIRE / May 1, 2024 / Magnus Financial Group LLC, a registered investment advisory ...
Spectrum Investment Advisors Announces 2 Prestigious Awards
WFRV 5 Green Bay· 3 days agoThe Best and Brightest Companies to Work For® is proud to announce and honor the newest 2024 winning companies. Spectrum Investment Advisors is thrilled ...
It Isn’t Just Wirehouses That Are Losing Advisors to RIAs. IBDs Are Feeling the Squeeze Too.
Barrons.com· 2 days agoAdvisors have been leaving the independent broker-dealer channel in greater numbers than from...
Is it Time to Test Your Recordkeeping and Code of Ethics? | JD Supra
JD Supra· 1 day agoWashington D.C., April 3, 2024, the SEC announced charges against registered investment adviser Senvest Management LLC for widespread and longstanding failures ...