New AdvizorPro data analysis reveals advisors are adding funds at a steady clip, while defense, commodities, and international equity quietly take share.
Presenting this year’s 5-Star Wealth Management Teams with strategic growth and expansion
CFO Doug Moore and EVP of financial planning Sarah Mouser will both work remotely for Merit. “I think the RIA of the future goes after talent wherever it is and tries to get people together when it makes sense,” says Merit's Alex Hansen.
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$58B RIA is giving advisors a structured toolkit to capitalize on the wealth transfer era.
Meanwhile, Farther and Brooklyn Fi land separate strategic investments to support scaling and expansion efforts, and Arkadios adds a nearly $300 million team to its independent growth platform.
Two firms land teams managing more than $1.1 billion in combined assets from Kestra and Edward Jones.
The firm has hired Sageview's Steve Gaven as chief financial officer, along with Goldman and JPMorgan alum Ro Mehrotra as it builds out its wealth planning structure under a new ownership era.
Meanwhile, Raymond James and Tritonpoint Partners separately welcomed father-son teams, including a breakaway from UBS in Missouri.
Synthesis Wealth Planning brings a fivefold asset growth story and a recently merged practice to the Bluespring fold.
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Meanwhile, Carson Group fully integrates a decades-old practice in Phoenix, Arizona, and Triad Wealth touts its 5x growth to hit a $2 billion milestone.
Veteran brings $160M book to Caribbean-headquartered practice within newly launched RIA platform.
Meanwhile, Raymond James snags Edward Jones advisor in Arizona.
Meanwhile, Rossby Financial's leadership buildout rolls on with a new COO appointment as Balefire Wealth welcomes a distinguished retirement specialist to its national network.
Alternative investment platforms like SEI Access now let financial advisors explore litigation finance, a high-return but high-risk alternative.
Brendan Kenny’s move from Edelman Financial Engines comes with a temporary restraining order tied to the firms’ broader advisor-poaching lawsuit against Prime Capital Financial, which says Edelman has been acting anticompetitively.
The Goldman Sachs alum brings 20-plus years of wealth management operations expertise as Emigrant deepens its family office ambitions.
The brokerage giant tells Wall Street it will use artificial intelligence to reach clients it has never been able to serve — and turn the technology's perceived threat into a competitive edge.
Meanwhile, LPL attracted a five-advisor team managing $380 million in Kansas, while a veteran with stripes from Morgan Stanley, UBS, and Fidelity has joined Prime Capital Financial.
