Addepar Seeks Funding at $3.25B Valuation

Published on January 7, 2025

Over $7 trillion in assets are managed by its platforms, which organize investment data and monitor portfolios.

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UBS Loses Advisors to Procyon Partners, Raymond James

January 7, 2025
Mark Sullivan manages $800 million in client assets and is joining Procyon, while St. Petersburg, Fla.-based advisor Mary Lauritano (managing about $525 million in assets) is joining Raymond James’ employee advisor channel.

How Do You Get Clients to Care About the Future?

January 7, 2025
A Prudential planner has tips for making a distant retirement year come into focus.      Related StoriesThe Future of RIA Annuity Distribution Has Arrived: David LauWhat's Ahead for Annuities in 2025AmeriLife to Acquire Crump Life