Three New Advisors Team Up with Sowell Management in 3rd Quarter
November 28, 20246 min
The advisors, who head separate and distinct businesses under the Sowell umbrella, represent over $220 million in combined AUM
Range Raises $28 Million Series B Led by Cathay Innovation
November 27, 20244 min
The new face of wealth management creates ai powered software to drive optimization; membership is increasing 20% MoM, Appoints Chris Davidson of House Call Pro as CTO
Digital Asset Allocations Continue to Grow in Client Portfolios: DACFP
November 19, 20245 min
Q3 2024 Advisor Pulse Survey by DACFP and Franklin Templeton Digital Assets reveals that 19% of advisors report that more than half of their clients own digital assets
Wealth Enhancement Group Acquires M&R Capital Management, Inc.
November 12, 20244 min
This partnership marks Wealth Enhancement Group's sixth location in New Jersey and brings the firm's total client assets to more than $96.6 billion.
Miracle Mile Advisors Opens Chicago Office
November 6, 20244 min
National RIA expands to Chicago, enhancing wealth management offerings in the Midwest
Advyzon and Syntax Data Enter Custom Indexing Partnership
October 22, 20244 min
Comprehensive wealth platform adds direct indexing solutions for financial advisors
Mako Fintech Announces Integration with Fidelity Clearing Canada
October 9, 20245 min
Mako Fintech’s digital onboarding platform and Fidelity Clearing Canada’s tech-driven custody and clearing services allow wealth management offices to scale their client outreach and increase their revenue by opening new accounts faster while reducing operational costs.
iCapital® Surpasses US$200 Billion in Global Platform Assets
October 9, 20247 min
iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, announces that it has surpassed US$200 billion in global platform assets. Increased global client demand for high-quality private market funds has led to this milestone and accelerated the growth of client assets on iCapital’s platform. “iCapital is honored to help more financial advisors than ever grow their businesses through the use of our technology and end-to-end operating platform,” said Lawrence...
Advyzon announces Dates and Location of 2025 Annual Conference
June 17, 20247 min
In addition, comprehensive tech platform earns recognition from American Banker, WealthManagement.com, and Wealth Solutions Report
LPL Financial Welcomes Cornerstone Financial Advisers
May 21, 20244 min
LPL Financial LLC announced that financial advisors Lance Dumas, AIF®, ChFC®, and Darryl Carter CPA, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $225 million in advisory, brokerage and retirement plan assets* and join LPL from Cetera. Based in Orange County, Calif., Dumas and Carter founded Cornerstone Financial Advisers in 2017 as a consulting firm dedicated to helping families, individuals and business owners establish their goals and create financial plans to pursue...