RIAs Gui Costin, Founder, CEO | February 9, 2023

January 2023 Financial Advisor and RIA Moves and Acquisitions

With many traditional recruiting activity channels slowing during December, wirehouse activity...

The last month of 2022 did not disappoint from an activity basis as many RIAs, FAs and acquisitions...

RIAs Gui Costin, Founder, CEO | November 3, 2022

During the first half of October LPL, Rockefeller and Cetera maintained their net asset leads for...

RIAs Gui Costin, Founder, CEO | October 26, 2022

The back half of September continued to see a high amount of movement within the wirehouse...

RIAs Gui Costin, Founder, CEO | September 30, 2022

With back to school and fall sports in full swing, teams, advisers and RIA‘s were just as busy with...

RIAs Gui Costin, Founder, CEO | September 9, 2022

Two departures from PlanMember Securities this month. Nuno Pereira who focuses on 401k and union...

RIAs Gui Costin, Founder, CEO | August 31, 2022

With the markets calming down a bit during the last few weeks, we saw a resumption of RIA, advisor...