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Former Merrill Lynch Advisors Launch $550M Dynasty-Backed RIA

A group of former Merrill Lynch advisors have launched Fairvoy Private Wealth in Birmingham, Ala.

Ashley davisOneal carrollClaudia johnstonAlma maricStephen davisShirl penneyMerrill lynchCharles schwabDynasty financialFairvoy private wealthSenior private wealth advisor stephen davisSenior private wealth advisorChief operating officerChief financial officer ashleyVice presidentPrivate wealth advisor claudia johnston

Procyon: Institutional Due Diligence With a Private Wealth Overlay

Procyon takes a bottom-up approach to portfolio management, but the firm’s real differentiator lies in its own alternative funds.

Phil fioreSchwab etfsCapital group dividend valueMerrill lynchResearch groupProcyon partnersDynasty financialBloomberg aggregate bondCap cash cowsProcyon vintageManager research

When does proprietary tech make sense for RIAs?

Joint research by F2 Strategy and Dynasty Financial explores tradeoffs between in-house, all-in-one solutions, or custodial-dependent models.

Envestnet tamaracDynasty financialBig decisionWealth platformBlack diamondIrrational capital

Abacus Life Launches Technology Division

ABL Tech will provide the firm’s wealth advisors with mortality data that can help them identify wealth transfers within their client base.

Jay jacksonResources acquisition companyPurpose acquisition companyAbacus lifeDynasty financialAbacus life presidentAbacus marketplaceAbacus blockchainSpecial purpose acquisition companyEast resources acquisition

RIA Roundup: Meketa Capital Family Office Investment, Board Members

Meketa Capital gets investor; Cetera, Snowden Lane announce deals; SEIA hires new head of wealth transfer.

United statesKansas cityNew yorkNew hampshireCentury cityApril rosenberryChuck widgerMichael bellBrian holmesBrian dightmanTim odenNoreen beamanLos angelesAshley widgerDightman capital groupCharles schwab

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