After a five-year run of acquisitions under Bob Oros, the hiring of former AYCO exec Larry Restieri may signal a focus on integration and organic growth, according to industry observers.
Former First Republic executive Dave Breslin has been quietly building General Catalyst’s wealth business over the last year and change. Here’s a look inside the vision, approach and growth thus far.
Use of active ETFs when constructing portfolios rose to 40% of advisors at the end of 2024, up from 13% in 2022. Strategic beta products and liquid alts are also on the rise.
An attorney representing Frank Black in his case against FINRA believes the issue of whether the self-regulatory organization’s enforcement proceedings are constitutional could hit the Supreme Court within the next several years.
The consultancy projects independent RIAs to grow 4% annually through 2028, with insurance broker/dealer advisors seeing the most attrition with 2.6% annual declines.
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