Browsing Tag
Registered Investment Advisor
2 posts
RIA growth watch: Apella buys Park Piedmont, marks 13th acquisition with WPCG
Apella Wealth expands into Chicago with Park Piedmont Advisors acquisition, adding $1B in AUM. Explore how this strategic move fuels its national RIA growth.
MAI Capital joins forces with iCapital to digitise alternatives platform amid rising private market allocations
MAI Capital teams up with iCapital to digitise its alternatives platform, enhancing advisor efficiency and expanding access to private market investments.