Apollo Aims for Everyday Investors With ‘New Markets’ Group
Apollo veteran Neil Mehta oversee the four business lines, including traditional asset management, defined contribution, tax-advantaged solutions and digital markets.
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RIA Edge Podcast: Building Wealth Firms That Last with Mark DeLotto
Mark DeLotto shares Simon Quick Advisors' evolution from family office to wealth management firm, discussing ownership culture, estate planning expertise and M&A strategy in wealth management.
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What 5 years of broker compensation data says about advisor pay
A review of broker pay data reveals surprising trends in how top firms reward their brokers.
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Net Positive RIA Consortium Gains 5 Members, Strategic Partner
Bogart Wealth, Guiding Wealth and three other RIAs are now among the nine firms seeking to make a positive impact on clients, employees, communities and the environment, with FP Transitions joining as a strategic partner.
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Retiree confidence is up. Will it stay that way?
Retiree confidence surged in early 2025, an EBRI survey found. But those positive feelings may not withstand current market conditions.
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Team dropping LPL affiliation highlights uphill battle to keep advisors
As LPL fights to keep teams in the fold, competitors are making strong plays and pointing to the large brokerage's perceived blemishes. The founders of KRM Investment Counsel said they also found what they wanted at Arkadios, an employee-owned firm.
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Report: More Advisors Using Subscription-Based Models
Fee-for-service models can provide steady revenue that isn’t tied to markets.
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Undisclosed financial advisor headcount is rising, Ameriprise CEO says
Jim Cracchiolo told analysts that the firm's retention "is quite good," even though his company, like many of its rivals, stopped providing statistics to verify such claims.
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Raymond James CEO sees recruiting opportunities in market turmoil
CEO Paul Shoukry also told analysts that the merger and acquisition deals coursing through the industry could open doors for firms eager to bring in advisors and net new assets.
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Former Realta CEO Joins IFG as President, COO
Kevin Keefe, who left Realta in February, joins the C-Suite of San Diego-based Independent Financial Group, a privately-held independent broker/dealer.
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Nagengast Lawsuit Against Osaic Concerns Minority Sale to Firm Employees
In a complaint made public today, the former Securities America CEO claimed Osaic hadn’t paid him “the full amount” per his separation agreement.
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$30B SEIA Hires Matt Matrisian as President
Matrisian, who headed growth efforts at AssetMark, will work on acquisitions and improving advisor services for SEIA.
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Four Key Questions to Help Unlock the Value of Your Practice
How you manage your practice today could have a major impact on its value when it comes time for a liquidity event.
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Four Tips to Guide Conversations About Healthcare Proxies
Broaching a potentially uncomfortable conversation that will benefit clients.
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Tariff Impact on Stock Dispersion Creates New Opportunities for ETF Investor, Issuers
The tariff policy uncertainty and resultant market volatility have created a challenging market environment for investors and fund managers.
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Tokenized Real Estate vs. Publicly Traded REITs and Real Estate ETFs
Weighing two paths to digital and diversified property investments.
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Capital Group, KKR Get SEC Approval to Sell Retail Credit Funds
Capital Group KKR Core Plus+ and Capital Group KKR Multi-Sector+ will have asset targets of 60% publicly traded debt and 40% private credit, including direct loans and asset-backed credit.
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The Diamond Podcast for Financial Advisors: The Canadian Wealth Management Perspective
Wellington-Altus Private Wealth’s Shaun Hauser offers a unique perspective on how our northern neighbors perceive the wealth management industry.
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The enterprise evolution: 6 steps to level up your RIA
Most successful firms outgrow their business model. Knowing exactly when to pull the switch can be tricky.
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