Following a tidal wave of deals in the direct indexing space, Vanguard announces its first ever corporate acquisition, buying wealth management tech company Just Invest.
With new capital backing from The Pritzker Organization and Goldman Sachs custody, Steward Partners has boosted its recruiting, adding seven advisors in six weeks.
The investment in SpiderRock Advisors adds to BlackRock’s personalization and tax management capabilities for SMAs and builds on its acquisition of Aperio.
In this first episode of the RIA Edge podcast, Scott Hanson, co-founder and senior partner of Allworth Financial, talks about how he was able to grow his business into a national RIA with roughly $11 billion in assets through a range of intentional organic and inorganic strategies.
On the Alternatives Exchange, HNW investors and advisers will be able to browse, purchase and sell private investments such as real estate, hedge funds and private equity.
Citi Self Invest will be available to checking account holders at first and applies to individual stocks and ETFs but will later add other types of investments, such as mutual funds or options.
