In a strategic move that underscores the evolving responsibilities of modern financial advisors, Sanctuary Wealth has officially partnered with bQuest, a specialized technology platform focused on aging-care and longevity planning. This collaboration is designed to equip Sanctuary’s network of independent partner firms across the United States with the tools necessary to navigate the complex, often […]
The registered investment advisor (RIA) industry has long been defined by its M&A headlines—massive, billion-dollar acquisitions, private equity-backed rollups, and high-profile deals involving national wealth management powerhouses. However, according to executives at Steward Partners, a prominent hybrid RIA managing $57 billion in client assets, the narrative captured by industry analysts and consultants represents only a […]