A Crypto Report Challenged the CFP Board. Don’t Bet on It Changing Anything. The startup Onramp Invest created a 55-page report calling for the CFP Board to alter its exam curriculum. Holly Deaton January 28, 2022
This content is from: Wealth Management KKR Names New Head of Global Private Wealth to Deepen Relationships With Advisors Holly Deaton January 26, 2022
This content is from: Wealth Management Dynasty Financial Partners Files to Go Public Michael Thrasher January 20, 2022
This content is from: Wealth Management Where Envestnet’s MoneyGuide Ends, Its New Partner FP Alpha Begins Holly Deaton January 20, 2022
Sponsored Balancing Growth and Protection for Your Clients Sponsored by Lincoln Financial Group November 29, 2021
Durable Capital Partners Leads $100 Million Investment in Facet Wealth Facet CEO Anders Jones said the startup expects to hire only five advisors and double the number of clients it serves to more than 20,000 this year. Michael Thrasher January 19, 2022
Apollo Leads $225 Million Investment Round for CAIS There was an opportunity to “pour some capital gasoline on the fire,” Matt Brown, chief executive at CAIS, told RIA Intel. Michael Thrasher January 12, 2022
Startup 'Choir' Aims to Diversify Finance Conferences With Certification The technology platform and consultancy has also created a certification that conferences can earn. Michael Thrasher January 11, 2022
Sponsored Life Sciences Real Estate: Opportunity in the Midst of a Pandemic Sponsored by Clarion Partners June 24, 2021
Kamila Elliott Becomes First Black Chair of the CFP Board A new leader’s ambitions for the organization in charge of the most popular certification for financial advisors. Holly Deaton January 06, 2022
iCapital Network Valued at $6 Billion in Latest Funding Round Apollo Global Management joined previous investors in raising another $50 million for the alternative investments platform that grew from $68 billion to $104 billion in 2021. Holly Deaton January 04, 2022
RIA Intel’s Best Stories of 2021 — Exclusives and Narratives Readers Have Come to Expect The articles worth revisiting from another remarkable year. Michael Thrasher December 29, 2021
Sponsored The Emerging Markets Hub Read the latest Emerging Markets news on RIAIntel.com. Sponsored by Matthews Asia August 02, 2021
Wealth Managers Found Onyx Advisor Network to Help Others Like Them Start RIAs Holly Deaton December 14, 2021
Dynasty Financial Partners, MarketCounsel Invest in Compliance Software Company SmartRIA Michael Thrasher December 08, 2021
Former BlackRock Bosses Fund Early-Stage Compliance Startup Paragon Data Labs Holly Deaton November 23, 2021
The Lone Family Office Backing Venturi, an RIA Striving For $10 Billion Under Management Michael Thrasher November 18, 2021
Exclusive Agreement With Goldman Sachs ‘Validates’ Creation of InspereX Holly Deaton November 16, 2021
CAIS Hires Head of Data To Extract Insights From Its ‘Mine of Information’ Michael Thrasher November 15, 2021
Sponsored Commercial Real Estate and Inflation-Resistant Income Sponsored by Clarion Partners November 22, 2021
