Roughly $16 billion of brokerage and advisory assets are set to change hands in the acquisition.
Survey breaks down generational differences in financial stability amid high-interest-rate environment.
The company’s annual revenue was virtually unchanged from 2022 even as it faced challenges from ballooning operating expenses.
Retirement plan advisors who are ‘dabblers’ and ‘nonproducers’ need more than siloed coverage, Cerulli says.
The fintech is helping to simplify client account administration for advisors through a new platform integration with Apex.
The wealth management giant is rolling out a platform to connect buyers, sellers, and partners seeking M&A opportunities.
Redwood City, California-based Pettinelli Financial Partners offers comprehensive planning for multigenerational households.
'Think of it as a form of courting, a time for a firm owner to ‘date’ a prospective partner before ‘marrying’ and making the decision to merge or be acquired,' Merit CEO Rick Kent says.
The global wealth and alternatives manager is getting strategic investments from Allianz X and Constellation Wealth Capital.
The former wealth head of the failed regional bank is building a new platform to attract high-net-worth wirehouse teams.
