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Cetera goes more RIA-ish by hiring Durbin from Fidelity

Cetera Holdings' hiring of Fidelity executive Michael Durbin shows yet again that independent broker-dealers want to be seen as more RIA-ish.

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LatAm-Focused Independent Wealth Management Firm – Welcy Capital Advisors – Joins Dynasty Network

LatAm-Focused Independent Wealth Management Firm – Welcy Capital Advisors – Joins Dynasty Network
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Wells Fargo team with $1 billion jumps to RIA

A trio of Wells Fargo advisors with $1 billion in assets has jumped to DayMark Wealth Partners, an RIA in Cincinnati, Ohio.

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$1B advisor team leaves Wells Fargo for Dynasty-backed RIA

RIA DayMark Wealth Partners, less than a year after leaving Wells, has recruited another big team of ex-Wells advisors.

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April 2023 Riskalyze Fintech Five

Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.

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