2+ day, 7+ hour ago   (431+ words) Atlanta-based wealth manager SignatureFD has built a new advisory arm dedicated entirely to franchise business owners, extending a specialized-practice model the firm has used for nearly three decades to serve distinct client groups. The new offering, called SignatureFRANCHISE, is designed…...

3+ day, 8+ hour ago   (796+ words) Amid a barrage of fintech announcements in the lead-up to the hotly anticipated Future Proof Festival next week, Vanilla, SS&C and FinTurk rolled out a raft of AI-driven upgrades aimed at reducing the manual work advisors do to spot…...

4+ day, 11+ hour ago   (482+ words) Orion Advisor Solutions is giving individual financial advisors direct access to the same trading and rebalancing engine that powers its largest institutional clients, the Omaha-based wealthtech firm said Tuesday, as more RIAs push to let advisors manage client portfolios themselves…...

4+ day, 9+ hour ago   (481+ words) RIA startup Savvy Wealth has raised a $100 million Series C round led by the Halo Fund as the firm passes $9 billion in client assets under management. The latest investment gives Savvy a $600 million valuation and over $200 million in total funding…...

4+ day, 14+ hour ago   (570+ words) Hightower Advisors has moved another of its existing partner firms into its fully integrated national practice, announcing the latest addition to its fast-growing Hightower Signature Wealth arm. In the deal announced Wednesday, Hightower is folding Boston Hill Advisors, a member…...

5+ day, 5+ hour ago   (776+ words) A San Francisco fintech company is betting that wealth management firms want more than AI-generated insights - they want AI that can actually run the operation. Feathery has unveiled Robin, an AI operations assistant designed to let insurance, wealth management, and…...

1+ week, 2+ day ago   (738+ words) Maridea Wealth Management has expanded its footprint in the Northeast with a landmark acquisition. The Brooklyn, New York-based RIA announced this week that it has acquired Pultro Financial Management, a New Britain, Pennsylvania-based independent practice specializing in behavioral finance and…...

1+ week, 4+ day ago   (443+ words) A Colorado Springs-based registered investment advisor has extended its national footprint into the Pacific Northwest, acquiring a Portland, Oregon wealth management practice with roughly $224 million in client assets as part of a succession-driven transaction that reflects the accelerating pace of…...

1+ week, 4+ day ago   (862+ words) Three wealth management firms have announced the addition of breakaway advisor teams collectively overseeing more than $945 million in client assets. Advisors Ryan Lewis, Dan Hocking and Steve Braatz have affiliated with Linsco by LPL Financial, LPL Financial's employee-model channel, to…...

1+ week, 4+ day ago   (656+ words) The wave of RIA consolidation showed no sign of slowing this week, as Sequoia Financial Group and Allworth Financial each announced new acquisitions that collectively added nearly $3.3 billion in client assets and pushed one firm past a significant milestone. Sequoia…...