Co-founder Brad Johnson tells InvestmentNews that Triad Wealth Partners expects to hit $1 billion in AUM by the end of this year, as former Fidelity executive Derek Sullivan joins the firm as its new chief financial officer.
David Lau, founder and CEO of DPL Financial Partners, explains how the RIA boom and product innovation has fueled a slow-burn growth story in annuities.
Meanwhile in Chicago, the wirehouse also lost another $454 million team as a group of defectors moved to Wells Fargo.
Financial advisor Derek Wittjohann shares the lessons he learned after leaving a major wirehouse to set up his own practice in the second installment of InvestmentNews' new 'Independence Stories' series.
Bleakley welcomes a four-decade veteran and coaching authority to its board as Snowden Lane sharpens its focus on business and advisor growth.
CEO Dave Welling tells IN that the $72 billion mega-RIA has 'become the catalyst for employee ownership through M&A partnership.'
The $15.96 billion RIA is extending its footprint with a dentist-oriented Midwest practice and another Pacific Northwest team with an aerospace industry focus.
Ryan Breslow says he has healed relationships with VCs.
A heat wave couldn't stop the party as top advisors and firms swapped EBITDA for trophies, dance moves, and a red carpet celebration at the Edison Ballroom in Times Square.
Former athlete and senior wealth advisor Billy Blase weighs in on the needs of up-and-coming high earners, his approach as a "financial manager," and the part HENRYs play in the larger generational wealth transfer.
$3.8 billion RIA Daymark Wealth Management's East Coast move features a breakaway team from Wells Fargo and Janney, led by an experienced father-daughter advisor duo.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
The recently rebranded Focus Partners Wealth is growing again, this time with a pending deal for a Fairfax, Virginia advisory firm.
The industry's best and brightest were honored at a glitzy red-carpet ceremony on Tuesday night in New York City.
A sort-of double-deal marks Allworth's 42nd acquisition since 2018 as Apella makes its first move in Iowa.
The wirehouse alum is stepping into a newly created role that "combines planning philosophy, tech-enabled advice and human advice."
Founder says switching firms has already saved him time.
Altruist founder and CEO Jason Wenk shares insights on the custodial platform's refresh, how it's striking a chord among entrepreneurial advisors, and what's ahead after its latest $152 million funding round.
"When we complete our five-year plan and we've recruited the advisors we want to recruit, advisors will be the single largest group of shareholders within our firm," &Partners founding partner Kristi Mitchem told InvestmentNews.
Carson's latest addition in Salt Lake City continues its strategy of buying out successful and growing Carson Wealth locations.
