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Several RIAs Take Big Stakes in Bitcoin ETFs
WealthManagement.com· 3 days agoSeveral RIAs took large positions in spot Bitcoin ETFs during the first quarter in the months after the SEC approved the vehicles in January, according...
Finding a financial adviser can be daunting. We rank the top firms.
USA Today· 5 days agoThe stock market, not to mention life itself, has been a roller coaster over the past few years. In...
Investors want ‘more personalization’ when it comes to ESG - InvestmentNews
InvestmentNews· 5 days agoHolly Mazzocca of Cincinnati-based Bartlett Wealth Management, one of the oldest RIAs in the country, believes it is. Despite the controversies that have dogged ESG investing ...
RIA Deals Surged to Near Record in Q1: Echelon | ThinkAdvisor
ThinkAdvisor· 6 days agoThe 90 announced transactions represented a year-over-year increase of 20%, a new report says.
FIDX Launches FIDX Desk, Enabling Registered Investment Advisors to Easily Incorporate Annuity...
WTNH-TV New Haven· 5 days agoToday, Fiduciary Exchange LLC (FIDX) and its broker dealer, FIDX Markets, announces the launch of FIDX Desk, a new outsourced insurance desk (OID). FIDX Desk will enable RIAs
Mission Wealth Named Among USA TODAY's Top Financial Advisory Firms in 2024
The Record Gazette· 4 days agoRanked among the top RIAs, Mission Wealth has distinguished itself through exceptional asset management and personalized financial planning. According to USA TODAY's recent ...
FINCEN’s AML Proposal: An Overview for Investment Advisers | JD Supra
JD Supra· 5 days agoEarlier this year, the US Department of the Treasury’s (Treasury’s) Financial Crimes Enforcement Network (FinCEN) published a notice of proposed rulemaking (the Proposal) that would subject ...
Leading through innovation – with Tom Ruggie of Destiny Wealth Partners - InvestmentNews
InvestmentNews· 2 days agoUncover the key initiatives behind Destiny Wealth Partners’ success and how it became one of the fastest growing fee-only RIAs.
Cetera Names Head of Corporate Development From Avantax
WealthManagement.com· 3 days agoCetera Financial Group, a network of RIAs and independent broker/dealers overseeing some $665...
Echelon Reports Second Busiest Q1 for RIA M&A
WealthManagement.com· 6 days agoEchelon’s count makes it the second busiest Q1 since the firm began tracking RIA M&A activity in 2017. It lags only the tail end of 2021 and the first...
