article thumbnail

World Investment Advisors Acquires $3.5B Raymond James Team

Wealth Management

Fresh off a rebrand, World Investment Advisors adds Boston Harbor Wealth Advisors, as it continues to build out its wealth business.

article thumbnail

World Investment Advisors Launches Managed Account Platform

Wealth Management

The RIA aggregator will offer both in-house and third-party investment strategies on the platform, which will be led by former Vestmark product lead Lauren Yeaton Hunt.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Prime Capital Investment Advisors: If It’s Not In Salesforce, It Didn’t Happen

Wealth Management

CFO Brian Dillbeck explains how deep integration within the CRM of the $24.4 billion AUM firm makes client data easy to access.

article thumbnail

Schechter Investment Advisors: Long-Term Allocators With Direct Indexing at the Core

Wealth Management

Aaron Hodari, the chief investment officer at Schechter, provides a peek inside the $3.45 billion RIA’s moderately aggressive model portfolio.

article thumbnail

Arax Adds $4B Michigan-based RIA

Wealth Management

Schechter Investment Advisors, a boutique wealth advisory firm based in an affluent Detroit suburb, will join Arax Advisory Partners, significantly increasing the RIA networks client assets.

article thumbnail

RIA Industry Hit Record Number of Firms, Client AUM in 2024

Wealth Management

The Investment Advisor Industrys annual report showed an all-time high of 15,870 SEC-registered advisors overseeing a 12.6% increase in assets to $144.6 as of the end of 2024.

Numbers 179
article thumbnail

Advisor Who Fled Feds With Underwater Scooter Pleads Guilty to $35M Ponzi Scheme

Wealth Management

The DOJ claimed that Matthew Piercey touted his bona fides as an investment advisor but stole millions from clients, contending federal investigations against him were merely payback.