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Hightower takes stake in $2.7 billion RIA
RIA NEWS MAR 31, 2022
Hightower takes stake in $2.7 billion RIA

Purchase, New York-based Altium Wealth Management specializes in direct indexing.

First Eagle Investments to acquire Napier Park Global Capital
RIA NEWS MAR 31, 2022
First Eagle Investments to acquire Napier Park Global Capital

Napier, which will operate as a wholly-owned unit, will broaden First Eagle’s capabilities in the alternative credit market.

Net contributions to target-date funds topped $170 billion in 2021
RETIREMENT PLANNING MAR 31, 2022
Net contributions to target-date funds topped $170 billion in 2021

Roughly 86% of last year's net inflows went into collective investment trusts, which now hold 45% of total TDF assets.

Women-owned $220 million hybrid shifts to Commonwealth from Triad
WOMEN ADVISOR COMMUNITY MAR 30, 2022
Women-owned $220 million hybrid shifts to Commonwealth from Triad

Four-adviser Stonebridge Financial Planning Group, which is based in Orlando, Florida, specializes in working with women in transition.

Cresset hires advisers managing $800 million
RIA NEWS MAR 30, 2022
Cresset hires advisers managing $800 million

Chris Georgopoulos joins in West Palm Beach, Florida, and Thomas McKeown joins in Chicago.

Payout grids for independent broker-dealers
INDEPENDENT BROKER DEALERS MAR 30, 2022
Payout grids for independent broker-dealers

See the payout grids for 49 IBDs, based on data the firms provided to InvestmentNews Research.

Orion launches platform for services and M&A connections
FINTECH MAR 29, 2022
Orion launches platform for services and M&A connections

The service, called the Orion Network, offers advisers access to preferred rates from more than 100 third-party service providers.

Raymond James adds Merrill pair with $353 million in assets
INDEPENDENT BROKER DEALERS MAR 29, 2022
Raymond James adds Merrill pair with $353 million in assets

The father-and-son team of David and Mitch Vallie is based in Grand Blanc, Michigan.

Creative Planning acquires $1.8 billion RIA
RIA NEWS MAR 29, 2022
Creative Planning acquires $1.8 billion RIA

Burlingame, California-based Emery Howard serves Silicon Valley

Team with $240 million in assets joins Arkadios from Securities America
RIA NEWS MAR 28, 2022
Team with $240 million in assets joins Arkadios from Securities America

WhiteStone Wealth Management Management is based in San Antonio, Texas.