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Arkadios News

Arkadios Capital Names Chet Payne President

Arkadios Capital, a hybrid broker-dealer founded by successful independent advisors, has tapped Chet Payne for the position of President. 

October 26, 2021

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transition clients to a new broker dealer

Tips as you Transition Clients to a New Broker Dealer

As you transition clients to a new broker dealer, the most important thing to focus on is communication. In the end, when communicating about making ...

December 6, 2021

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broker-dealer transition

Top Mistakes to Avoid During a Broker-Dealer Transition

As you make a broker-dealer transition, your main focus should be on your clients to ensure the transition is smooth for them. Below, we’ve laid ...

November 9, 2021

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trends in the advisor industry

The Biggest Trends in the Advisor Industry

Did you know that the average independent advisor stays with their broker-dealer firm for 9 years? You’ve likely experienced this as well as other trends ...

November 9, 2021

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California-Based Firm with $300MM in Assets Affiliates with Arkadios Capital

Personal Portfolio, a wealth management firm based in Redwood City, Ca. overseeing more than $300MM in client assets, has moved its assets under advisement to ...

August 10, 2021

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Pennsylvania Advisory Group Moves $400MM in Affiliated Assets to Arkadios Capital

Arkadios Capital today announced RevolutionX, a Berwyn, Pa.-based wealth advisory firm founded by Frank Hanna and Bryan Cogliano, has joined its hybrid broker-dealer platform. RevolutionX reported approximately ...

May 18, 2021

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10 fastest-growing IBDs

Investment News has named Arkadios Capital the fastest-growing IBD in the country. According to the magazine — a trusted resource for financial advisers — Arkadios experienced the biggest ...

May 3, 2021

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Arkadios Earns Place in Financial Advisor Magazine’s 2021 Broker-Dealer Ranking

Financial Advisor Magazine has published its annual Broker-Dealer Ranking, listing top Broker-Dealers by Gross Revenue. Arkadios Capital stood out not only for that metric, but ...

April 19, 2021

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Wagner Wealth Management, $470 Hybrid RIA, Affiliates with Arkadios Capital

Wagner Wealth Management, an independent advisory firm with $470MM in assets under advisement, has joined Arkadios Capital, a hybrid platform for successful financial advisors.

April 14, 2021

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Bander Wealth Management Moves $125MM in Assets to Arkadios Capital’s Hybrid Platform

Bander Wealth Management, an Idaho Falls, Idaho-based wealth management firm with offices in Boise and Denver, has moved its assets to Arkadios Capital, a hybrid ...

October 20, 2020

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