RIA News

The $6 billion RIA brings trust service in-house.

Cetera Investment Advisers will become the primary RIA for “legacy Cetera communities.”

With more than 25 years of experience developing advisory platforms, Del Col leaves Goldman Sachs to enhance services at the emerging industry player.

Waverly Advisors has added three teams and almost $2.5 billion this year, while Fortis Capital picked up a Chicago practice helmed by a father/daughter team.

Michael Tiedemann talks about taking two companies public via SPAC, raising capital and what he and his partners are building at AlTi Tiedemann Global.

Heald Financial Advisors and Claricity Wealth became Stratos Private Wealth in its first expansion since the division launched last spring.

A group of former Merrill Lynch advisors have launched Fairvoy Private Wealth in Birmingham, Ala.

On the heels of a brand refresh and updated name, Steward says it welcomed a “fleet” of advisors in January and February.

Jim Cahn is also moving into a new role, while Dan Stampf was brought in from Empower to head up a new products team.

It was a remarkable week in the already indefatigable RIA market, with at least 14 deals announced, two new launches and more than $22 billion in transacted assets.