Finance News
Elevation Point Adds Two UBS Execs as Founding Partners
Bradford Smithy and Robert Tamarkin are joining the venture launched by former Sanctuary Wealth CEO Jim Dickson, which aims to help smaller RIAs grow.
By NB
Jul 26, 2024
Savvy Adds Six New Advisors, Pushing AUM Over $700M
Brad Morgan joins from Mariner Wealth Advisors, which is suing him and the tech-focused RIA for poaching books of business.
By NB
Jul 26, 2024
GeoWealth Raises $18M Led By BlackRock
The TAMP previously raised funding from Kayne Anderson Growth Capital and J.P. Morgan Asset Management, who also participated in the latest round.
By NB
Jul 26, 2024
The Diamond Podcast for Financial Advisors: $2B UBS Breakaways on Being Fiduciaries for the Long-Term
The first breakaway team to join Beacon Pointe Advisors offers a perspective on change at the wirehouses, the value of being a true fiduciary and more.
By NB
Jul 26, 2024