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Savvy Adds 11th Advisor to New AI-enabled Platform

Savvy Advisors adds a former LPL advisor as the nascent, tech-focused firm reinvigorates recruiting efforts. ....

New York , United States , British Columbia , Ritik Malhotra , Vamsi Yadlapati , Ameriprise Financial Services , Savvy Advisors , Savvy Wealth , New York City , Fort Lauderdale , Ameriprise Financial , Focus Financial ,

RIA Roundup: Concurrent Launches New Hybrid Platform

Restructured launches, acquisitions and affiliations were all announced in the RIA landscape this week, as some key people moves. ....

United States , West Berlin , South Carolina , San Diego , John Keene Jr , Ma Vamsi Yadlapati , David Pierce , James Arnold , Los Angeles , Nate Lenz , Rick Kent , Mike Durbin , Rick Damico , Mike Mccann , Carol Hoffman , Alex Reid , Patrick Goshtigian , Alexander Harrison , Ryan Parker , Matt Cayce , Christopher Pullaro , Michael Cirino , Dave Mirolli , Raymond James , Daniel Bryant , Wealth Partners Capital Group ,

Focus Financial M&A head joins Savvy Wealth board of advisors

Plus, tru Independence launches a new wealthtech platform, findings from Nitrogen's inaugural advisor growth survey and Invesco comes to the Private Advisor Group platform. ....

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Vamsi Yadlapati Joins Savvy Wealth's Board of Advisors

For 13 years beforehand, Yadlapati worked for Focus Financial Partners, most recently as managing director and co-head of M&A. ....

New York , United States , Wally Okby , Ritik Malhotra , Vamsi Yadlapati , Aite Novarica Group , Morgan Stanley , Merrill Lynch , House Fund , Focus Financial Partners , Savvy Wealth , Index Ventures , Thrive Capital , Brewer Lane Ventures ,

Pathstone Adds Two New Independent Board Members, Executing on Its Mission and Vision

/PRNewswire/ Pathstone, an independently operated, partner-owned advisory firm offering comprehensive family office services and investment advice for. ....

Mark Tibergien , Steve Braverman , Prnewswire Pathstone , Allan Zachariah , Vamsi Yadlapati , Ron Cordes , Kelly Maregni , Matt Fleissig , Harvard Business School , Fidelity Investments , Business Development At Focus Financial Partners , Forrester Research , Assistant Professor , Boston University Questrom School , Harvard Business , State Street Global , Chief Advisory Officer , Managing Director , Business Development , Focus Financial , Summit Partners , Lovell Minnick Partners ,