As the wealth management landscape evolves, we continue to watch a steady stream of top advisors leave the traditional wirehouse space for independent RIA models. Although independence invariably ...

The combined platform unifies Avantax Planning Partners and The Retirement Planning Group, giving over 100 employee advisors ...

The registered investment advisor industry is undergoing a profound transformation, with consolidation becoming an undeniable force reshaping the competitive landscape. Driven by the increasing ...

Cetera's fifth and newest dedicated channel will support Independent RIAs, its owned W-2 RIA businesses and the supported independence branches model SAN DIEGO, June 10, 2025 /PRNewswire/ -- Cetera ...

The new advisory practice, dubbed Cetera Planning Partners, combines Avantax Planning Partners and the Retirement Planning ...

A growing number of financial advisors have been leaving their broker-dealer (BD) firms to start or join a registered investment advisor (RIA), an annual industry analysis has found. The study noted ...

The company is bringing together Avantax Planning Partners and The Retirement Planning Group, which it acquired in 2023.

Hexaview’s Agentic RIA framework lets wealth managers swap intelligence engines without touching their infrastructure NEW YORK, NY, UNITED STATES, March 6, 2026 ...

“Agentic RIA is built with rigorous auditability and guardrails, ensuring that AI-driven portfolio rebalancing and client interactions meet industry regulatory standards.” For organizations looking to ...