Apollon Wealth Acquires Motley Fool's Wealth Division
Apollon will bring on the wealth division’s $1.5 billion in assets and eight-person advisor team.
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RIA Edge Private Markets: Alts Investing for Clients May Boost Valuations
Private market investment expertise can give a leg up on client attraction and retention, but it’s also a complex space often requiring partnership, according to panelists at the RIA Edge Private Markets conference in New York.
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Steward Picks Up Raymond James Team in Florida
The Zizmer-Jones Private Wealth Management Group has departed Raymond James & Associates after eight years.
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RIA Edge Private Markets: Crosscurrents in Private Credit, Real Estate
Advisors and asset managers discussed the cases for continuing to invest in two sectors that have raised some alarms.
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The Week in Advisory AI
Several advisor technology providers announced new artificial intelligence or AI-related integrations this week, including Zocks and eMoney Advisor, Practifi, Paychex and Milemarker.
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Summit Stakes $500M Rhode Island Firm
The addition of Ivy Wealth Management expands Summit’s presence in the Northeast and brings its total assets to over $25 billion.
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Assisting Clients With Financial Stress Without Stressing Yourself Out
For advisors to best help their clients, they need to understand what is and isn’t financial stress.
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FINRA Survey: Fewer New Investors; Crypto Interest Wanes
According to a new survey from the industry regulator, only 8% of investors in 2024 reported beginning to invest in the past two years, compared to 21% who reported the same in 2021.
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Smaller Loans, Big Impact: Direct Lending Excels in the Lower Middle Market
Direct lending can represent an opportunity to provide clients with diversification, high current yield, and reduced volatility in their investment portfolios.
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The Diamond Podcast for Financial Advisors: Building a $4B Enterprise Within Northwestern Mutual
Park Avenue Capital CEO Pete Tiboris shares how he and his partners built a $4 billion enterprise inside Northwestern Mutual through intentional design, a pod-based advisor structure, a culture built on fit and alignment and an unwavering focus on the client experience.
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RBC Wealth Management President Tom Sagissor to Step Down
Divisional directors Pat Vaughan and Wally Chapman have been promoted to co-lead the private client group.
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$10B Wealth Consulting Group Hires Former Emigrant Executive as CFO
Jason Ehrlich will help the firm ramp up M&A initiatives, as it seeks to reach $50 billion AUA in the next five to 10 years.
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Elevating Women in Wealth: Insights from RIA Edge LA
Insight, connection and momentum. A look inside the Female Advisor Breakfast at RIA Edge LA.
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Elevating Women in Wealth: Insights from RIA Edge LA
Insight, connection and momentum. A look inside the Female Advisor Breakfast at RIA Edge LA.
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Elevating Women in Wealth: Insights from RIA Edge LA
Insight, connection and momentum. A look inside the Female Advisor Breakfast at RIA Edge LA.
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Elevating Women in Wealth: Insights from RIA Edge LA
Insight, connection and momentum. A look inside the Female Advisor Breakfast at RIA Edge LA.
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SIFMA Encouraged by SEC Plan to Ease Path for Small Company IPOs
During an annual state of the industry briefing, SIFMA leaders backed SEC Chair Paul Atkins’ call for easier reporting requirements for smaller companies to help facilitate more IPOs, along with fewer regulatory burdens for already public companies.
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SIFMA Encouraged by SEC Plan to Ease Path for Small Company IPOs
During an annual state of the industry briefing, SIFMA leaders backed SEC Chair Paul Atkins’ call for easier reporting requirements for smaller companies to help facilitate more IPOs, along with fewer regulatory burdens for already public companies.
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SIFMA Encouraged by SEC Plan to Ease Path for Small Company IPOs
During an annual state of the industry briefing, SIFMA leaders backed SEC Chair Paul Atkins’ call for easier reporting requirements for smaller companies to help facilitate more IPOs, along with fewer regulatory burdens for already public companies.
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SIFMA Encouraged by SEC Plan to Ease Path for Small Company IPOs
During an annual state of the industry briefing, SIFMA leaders backed SEC Chair Paul Atkins’ call for easier reporting requirements for smaller companies to help facilitate more IPOs, along with fewer regulatory burdens for already public companies.
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