World Investment Advisors Acquires $3.5B Raymond James Team
Wealth Management
JULY 17, 2024
Fresh off a rebrand, World Investment Advisors adds Boston Harbor Wealth Advisors, as it continues to build out its wealth business.
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Wealth Management
JULY 17, 2024
Fresh off a rebrand, World Investment Advisors adds Boston Harbor Wealth Advisors, as it continues to build out its wealth business.
Wealth Management
MARCH 25, 2025
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.
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Wealth Management
MAY 9, 2024
CFO Brian Dillbeck explains how deep integration within the CRM of the $24.4 billion AUM firm makes client data easy to access.
Wealth Management
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Aaron Hodari, the chief investment officer at Schechter, provides a peek inside the $3.45 billion RIA’s moderately aggressive model portfolio.
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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.
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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.
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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.
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Senate appears poised to pass legislation that would eliminate the long-established WEP and GPO provisions and increase the Social Security benefits of many state and local workers in the process From there, we have several articles on investment planning: While index funds are often viewed as 'passive' investments, advisors can add value for their (..)
Wealth Management
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Effective immediately, Prime Capital Investment Advisors will become Prime Capital Financial, while Pensionmark rebrands to World Investment Advisors, a nod to its parent company.
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The firms, ranging from broker/dealers and dual registrants to affiliated investment advisors, include Interactive Brokers, Nuveen Securities and Baird, among others, and are similar to 2022 charges against Wall Street firms resulting in $1.1 billion in collective penalties.
Wealth Management
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Interval funds are being pitched to registered investment advisors as an easy-to-sell entry into direct lending.
Wealth Management
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based registered investment advisor with over $1.35 Rodgers & Associates Wealth Advisers, a Lancaster, Pa.-based billion in client assets and 25 employees.
Wealth Management
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Investment Advisors Financial Group sought more autonomy, which led them to the IBD. It’s the latest team to leave Osaic after the firm’s rebranding from Advisor Group.
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The recent SEIA acquisition brings Canon Price, founder of $300 million AUA RIA Beverly Investment Advisors, back to the firm where she started her career three decades ago.
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Despite Goldman Sachs’ sale of its Personal Financial Management unit, the Wall Street firm says it’s doubling down on serving registered investment advisors. “We We don’t want to compete with RIAs. But we want to serve RIAs,” said a Goldman Sachs exec.
Wealth Management
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Cardinal Investment Advisors, an institutional consulting firm, will expand upon Mariner Institutional, a new division seeded last year when the RIA acquired two firms with that focus.
Wealth Management
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financial firms: when brokers or investment advisors have personal or intimate relationships with their clients. The drama spotlights an issue that has long bedeviled U.S.
Wealth Management
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Mariner is seeking to bolster its independent registered investment advisor channel by hiring Rob Sandrew to oversee the division, which includes more than 1,100 advisors and about $40 billion in client assets. AUM from UBS RBC Attracts Three Advisors Totaling $1.1B The Bahnsen Group Names President, CFO $7.5B
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XY Planning Network
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If you're an established financial advisor setting out to launch your own Registered Investment Advisor (RIA) firm, transitioning clients from your previous firm is likely at the forefront of your concerns. Managing this process effectively is crucial for retaining clients and ensuring compliance.
Abnormal Returns
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rationalreminder.libsyn.com) Custodians Altruist has raised $152 million in a Series F round that values the registered investment advisor custodian at $1.9 (kitces.com) Cameron Passmore and Benjamin Felix talk with Jason Pereira about the true role of a financial planner.
Abnormal Returns
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Wealth Management
JUNE 10, 2025
Alex Ortolani , Senior Reporter June 10, 2025 1 Min Read SilverStar President and Lead Principal Tim Hudson Bluespring Wealth Partners, the registered investment advisor acquisition arm of Kestra Holdings , has acquired a former Kestra Advisory Services firm in the Houston metro area to merge with its LifeBridge Financial Group and create a $1.4
Wealth Management
JUNE 26, 2025
Mason, who ran Rubicon Wealth Management, a registered investment advisor in Gladwyne, Pa., Mason was also ordered to pay nearly $25 million in restitution to his victims and nearly $2.4 million to the IRS. and Orchard Park Real Estate Holdings, was originally charged in January by the Securities and Exchange Commission and DOJ.
Wealth Management
JULY 3, 2025
Related: Allworth’s Latest Deal Signals a Shift in M&A Strategy Carson Group Acquires $300M Affiliate Carson Group, the $42 billion registered investment advisor, has acquired another location out of its Carson Wealth partner network. The Jacob William Advisory in Cockeysville, Md., manages about $300 million in client assets.
Wealth Management
JULY 9, 2025
states by the potential AUM available per SEC-registered advisor. To get the ranking, it divides the total household net worth (excluding home equity) by the number of active investment advisors in the state to show the ones that are most and least saturated with advisors. The company recently ranked 44 U.S.
Wealth Management
JULY 15, 2025
The firm’s founders are two second-generation advisors breaking away from Raymond James along with their fathers. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.
Nerd's Eye View
SEPTEMBER 20, 2024
Further, the survey showed the continued predominance of the AUM fee model amongst state-registered firms (at the same time, more than half of firms said they charge on a fixed-fee or hourly basis, suggesting many firms utilize multiple fee models) and identified the most common areas of regulatory enforcement during the year, with failure to register (..)
Advisor Perspectives
JULY 8, 2025
Private equity has officially conquered the registered investment advisor (RIA) landscape. It is now responsible for a significant portion of RIA-linked M&A activity.
Wealth Management
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based registered investment advisor with $1.1 Diana Britton , Executive Editor , WealthManagement.com July 1, 2025 1 Min Read Steward Partners, an employee-owned hybrid partnership of independent advisory firms , has acquired Consilium Wealth Management, a Danville, Calif.-based Seo and a team of about 10.
Wealth Management
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Trade Brains
JULY 6, 2025
Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article.
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Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article.
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Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article.
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Independent Registered Investment Advisors (RIAs) often face significant challenges in attracting advisors who can proactively generate new business.
Trade Brains
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Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article.
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Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. The post How to invest in real estate with only 500 rupees? appeared first on Trade Brains.
Trade Brains
JULY 6, 2025
Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article.
Trade Brains
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Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article.
Trade Brains
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Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article.
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On Friday, the company, through a stock exchange filing, announced that Jio BlackRock Broking Pvt Ltd, which is a wholly owned subsidiary of Jio BlackRock Investment Advisors, has received regulatory approval from the Securities and Exchange Board of India (SEBI) to start its operation as a brokerage firm in India.
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OCTOBER 29, 2024
Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article.
Trade Brains
JUNE 7, 2025
Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article.
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