The mega-RIA is acquiring one of its flagship affiliated practices, which has grown from $600 million to nearly $10 billion in assets since joining from Morgan Stanley in 2015.
Selected through a nationwide nomination process, here are the standout US financial planners who embody excellence, integrity, and a strong commitment to helping clients meet their financial goals.
Separately, UBS strengthens its Manhattan presence with a defector from Deutsche Bank, while Cetera welcomes a father-daughter tandem from Osaic.
The appointment gives the private equity-backed firm dedicated merger and acquisition leadership as it works to expand its family office footprint nationwide.
Integrations with FIDx and Luma Financial Technologies extend the firm's digital distribution, including a first-of-its-kind update for the life insurance business.
The Oregon-domiciled RIA brings $11 billion in assets to Fiducient's growing institutional platform, marking the second acquisition by Wealthspire's advisory unit this month.
A new F2 Strategy survey finds that most wealth management firms plan to overhaul their operating models — and one California-based RIA offers a ground-level view of what that actually costs.
The March testing window drew more than 4,000 candidates, with women and racially and ethnically diverse test-takers also hitting all-time highs.
Trump's Fed pick outlined plans to reshape inflation policy as questions swirled over his divestiture plans and commitment to institutional independence.
The deal will give Citi Wealth clients access to a single account structure combining ETFs, mutual funds, separately managed accounts and alternatives — with BlackRock integration built in.
