Allworth Financial, a Sacramento, California-based registered investment adviser that manages almost $11 billion, has acquired Shone Wealth Management, an RIA firm managing $340 million in Walnut Creek, California.
Founded in 2005 by Mark Shone, the eponymous firm serves approximately 300 client households.
Crown Legacy Wealth joins the fast-growing hybrid RIA as advisor recruitment intensifies across the wirehouse channel.
So far, legal settlements involving Jim Walesa since 2021 have cost Osaic about $26.3 million.
New survey data show record contributions and investing gains, even as employer education on retirement use stays limited
Phoenix-based Brookwood Investment Group taps the AI-native wealthtech firm as its advisor count and AUM keep climbing
To achieve contentment, advisors should think twice before selling their firms for the biggest dollar amount.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
