Concurrent Investment Advisors, a prominent hybrid registered investment advisor (RIA) operating a 1099 independent contractor platform, has announced a transformative acquisition of Spire Investment Partners, a $5.4 billion RIA platform.…
Concurrent Investment Advisors, a dynamic registered investment adviser (RIA) platform that emerged from a strategic separation from Raymond James in 2022, has further solidified its growth trajectory with the significant…
Envestnet has released its third major technology update of 2026, marking a significant leap forward in its platform capabilities designed to streamline advisor workflows, enhance client engagement, and leverage the…
Wealth management firm Mercer Advisors Inc. is strategically repositioning its capital structure, opting to refinance a substantial portion of its private debt with a $1.65 billion leveraged loan. This move…
AltsDb, in collaboration with WealthChannel, has announced an upcoming educational webinar designed to equip financial advisors and High Net Worth (HNW) investors with a comprehensive understanding of income investing strategies…
Atlanta-based registered investment advisor (RIA) Merit Financial Advisors, a rapidly growing firm managing $30.1 billion in assets, has announced a significant strategic expansion with the acquisition of financial advisor Tim…
A substantial team of financial advisors, previously operating under the umbrella of Ameriprise Financial in Bloomington, Minnesota, has officially launched their own independent Registered Investment Advisor (RIA) firm, Fathom Advisors.…
The financial markets this week have been keenly focused on the United States Federal Reserve’s decision to implement its first interest rate hike in three years. This move, a 25-basis-point…
Grayscale Investments has unveiled a new suite of Grayscale Model Portfolios, a significant development aimed at simplifying the integration of digital assets into client portfolios for financial advisors. This initiative…
The financial landscape is in a perpetual state of flux, presenting both challenges and opportunities for financial advisors tasked with constructing resilient portfolios. In this dynamic environment, the art and…
