The Diamond Podcast for Financial Advisors: Going Independent Without Leaving a Wirehouse

Published on August 22, 2024

Jason Andrews and Ross Bauer of Merritt Point Wealth Advisors demonstrate how their transition from Wells Fargo PCG to FiNet resulted in new growth opportunities.

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RBC Recruits Morgan Stanley Team With $693M In Ohio

August 22, 2024
RBC Wealth Management has expanded its footprint in Ohio with the addition of the Paradigm Group, a multi-generational team of financial professionals that managed about $693 million of client assets, according to a news release.

AlphaTrAI advances wealth tech ambitions with Anchor acquisition

August 22, 2024
AlphaTrAI, an AI-focused provider of technology-driven services for the wealth and asset management industry, has inked a new deal to advance its ongoing growth strategy.The wealth tech company announced Thursday that it has acquired Anchor Advisory Services, a Plymouth, Massachusetts-based firm specializing in scheduling and sales management solutions for financial institutions.AlphaTrAI’s latest