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$35B RIA Aims to Help Advisors Grow Business, Save Time

Summary by Rethinking65
Financial advisors’ ongoing desire to grow their business through lower fees and the outsourcing of time-consuming tasks has been acknowledged with a giant independent wealth management firm’s decision to adopt a no-transaction-fee structure. Private Advisor Group’s shift this spring to a no-transaction-fee structure for its investment management platform — WealthSuite — aims to build on industry trends for lower costs and zero ticket charges as…
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Rethinking65 broke the news in on Monday, June 9, 2025.
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