RIA News

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.

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

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.

Plus, a Los Angeles firm serving the ultra-wealthy taps a CPA from AdvicePeriod to manage multi-family office services and other reported news of the week.

With this latest acquisition, Arax now has 120 advisors overseeing more than $16 billion in assets under management and advisement.

Matthew Gotlin will lead an expanded investment team focused on tax-efficient and tech-enabled investing and research.

Key Advisors Wealth Management is the fourth firm to join Diversify Advisor Network’s new W-2 model.

After leaving Linscomb & Williams last year to launch an independent RIA that cuts clients in on profits, Harold Williams and his brother are being sued by the bank that bought their firm in 2012.