David Canter Joins Board of $7.5B RIA Parallel Advisors
The former Fidelity and Bluespring exec will serve on the board at Parallel Advisors, a San Francisco-based RIA backed by Golden Gate Capital.
Source: wealthmanagement.com
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Top News In Fidelity Institutional Today - Breaking & Trending Today
Cetera Beefs Up Advisory Solutions Team
The firm recently expanded the team building out Cetera's RIA services.
Source: wealthmanagement.com
WealthStack Roundup: 'Invent Village' To Debut At EDGE 2024
Also, Betterment For Advisors expands its partnership with XYPN and Fusion IQ introduces FIQ Freedom.
Source: wealthmanagement.com
RIA Roundup: Fidelity Records Drop in Q1 M&A Activity
Deals are down 29% from a year ago, but the amount of assets transacted rose by nearly the same percentage.
Source: wealthmanagement.com
RIA Roundup: Painter, Smith & Amberg Joins Prospera with $650M
No less than three new RIAs debuted this week, while Prospera and four other firms announced deals, three made key appointments and one updated its name.
Source: wealthmanagement.com