RIA Edge

Monaco Capital and Saling Simms have become the second and third firms to join Steward Partners’ new Legacy Division, established via acquisition late last year.

Verdence/RIA+ will continue to offer outsourced investment management, with added services around succession, compliance and more.

Astraea Wealth has launched on the Equita platform, focusing on women, LGBTQ clients and “anxious savers,” while Apella Wealth tops $4 billion in AUM with ClearLogic Financial deal.

Roraj Pradhananga, recently appointed co-CIO of Veris Wealth Partners, provides an inside look at the $2.03 billion firm’s model portfolios and impact investing philosophy.

The addition of Gil Addeo is key to expanding Axos' services to independent broker/dealers and RIAs, the company says.

It's too soon to say who will win.

Most ETF issuers have agreed to pay a new maintenance fee to Fidelity, leaving only a handful that investors will have to pay $100 service fees to purchase.

GA Investment Management, a Pittsburgh-based team with more than $450 million in assets under advisement, joins Avantax's in-house RIA.

The century-old asset management firm is adding talent and services through a growth strategy predicated primarily on opportunity and trust.