Citywire USA reposted this
A $300m Georgia wealth team has hopped from independent broker-dealer LPL Financial to Avantax. https://lnkd.in/eczMf9CJ
Citywire USA helps RIAs, professional mutual fund buyers and investors around the world to Make Better Investments. We publish our own news, analysis and unique fund manager performance information that helps professional investors such as financial advisers, wealth managers and fund selectors make the best decisions about where to place their clients’ money. We've been around since 1999. In the intervening period we have expanded from a few people in a single serviced office to an operation with more than 200 people and offices in Munich, Hong Kong, Singapore, Milan and launching in the United States (New York, NY) in 2016. We are rather more than that now, expanding over the years to serve communities of financial advisers and fund buyers in the UK and across the world. But our values of independence and integrity – and helping people Make Better Investments™ – remain the same. Follow us on our other social media platforms: Twitter: https://twitter.com/CitywireUSA Instagram: https://www.instagram.com/citywire.usa/ Facebook: https://www.facebook.com/pg/citywireusa
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Citywire USA reposted this
A $300m Georgia wealth team has hopped from independent broker-dealer LPL Financial to Avantax. https://lnkd.in/eczMf9CJ
Citywire USA reposted this
❗SPEAKER ANNOUNCEMENT ❗ Citywire RIA's Austin CIO Summit will feature industry titans Joe Duran and Darius Mirshahzadeh for an in-depth discussion of their new business, lessons learned from the growth and sale of United Capital, and the current state of RIA M&A with Citywire RIA editor Ian Wenik. Don't miss this conversation on stage at our Austin RIA CIO Summit on September 26-27 at the Omni Barton Creek. Register today to attend: https://lnkd.in/gWRhn8fb
Citywire USA reposted this
Dynasty Financial Partners head of human resources Amanda Kerley died last Monday after a battle with cancer. She was 42 years old. https://lnkd.in/eGVNNury
Citywire USA reposted this
RIA M&A consultancy Echelon Partners tracked 75 transactions in the second quarter of this year, up from 65 during Q2 of 2023. https://lnkd.in/eFmCCjvZ
Citywire USA reposted this
Schwab found that the median RIA saw assets grow by 17.9% in 2023, underperforming the S&P by about 4%. More: https://lnkd.in/ehgmr7Vk
Citywire USA reposted this
A $3.5bn Massachusetts wealth firm has joined the recently rebranded World Investment Advisors. https://lnkd.in/dbSGHPUP
Citywire USA reposted this
LPL Financial has recruited an advisory team in Connecticut, Summit Planning Group. https://lnkd.in/e4b89SEW