2+ hour, 47+ min ago  (350+ words) Genesis Wealth, a Chicago-based wealth management platform and non-OSJ branch office in LPL Financial, announced that its advisors now serve over $3 billion in client assets. The firm said this growth is derived organically and through advisor recruitment, without mergers, acquisitions…...

1+ week, 6+ day ago  (905+ words) Research Offers A Framework For Evaluating Platforms And Aligning Tech Decisions With Business Models, Client Complexity And Growth Strategies. Wealth management technology consultancy'The Oasis Group'on Tuesday announced the release of a proprietary research report on estate planning technology in wealth…...

1+ mon, 1+ week ago  (546+ words) New Private Wealth Division To Offer "Family Office Lite" Experience North Little Rock, Arkansas-based RIA Sowell Management announced the launch of Cache River Private Wealth to offer households with over $5 million in net worth a "family office lite" experience. "Cache…...

2+ mon, 3+ day ago  (1673+ words) Acquisitions By Savant, Wealth Enhancement, Aspen Standard And Creative Planning; Investments By Constellation, Rise Growth, Summit, WPCG And HGGC; New Edge Partners With Stonegate; Gerber Kawasaki Partners With Altruist; Mercer Launching Its Women & Wealth Practice Atlanta-based BIP Wealth received an…...

3+ mon, 1+ week ago  (394+ words) Partnership Intended To Add AI And Technology Capabilities To Sowell North Little Rock, Arkansas-based RIA Sowell Management, announced a partnership "with Los Angeles-based Altruist to offer custodial services and support to the firm's advisors. Through the partnership, Sowell's advisors will…...

3+ mon, 1+ week ago  (699+ words) Evolving expectations of financial advisors" clients are reshaping the role of legacy and estate planning, according to the findings of a study by Wealth. com and Compound Insights, released Wednesday. Compound Insights is the research division of RIA Ritholtz Wealth…...