$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.
Standout RIAs celebrated wins and sparked connections at last year's InvestmentNews Awards as we look forward to tonight's festivities.
Jim Dickson's growth accelerator platform pushes further into the family office space as a trio of UBS advisors make their getaway to independence in Louisiana.
Also, another independent RIA has opened its doors under the leadership of a former chairman, president, and CEO of a storied institution in Oklahoma.
The $12 billion hybrid RIA Concurrent Investment Advisors will target RIAs between $200M-$500M in assets.
The giant clearing and custody firm doesn't want to ruffle any feathers of select clients, one executive said.
The Las Vegas-based hybrid RIA overseeing $8.8 billion in assets has named Andy Kalbaugh president to help scale its advisor platform.
The acquisition of New York-based RIA Future You Wealth forms the foundation of NerdWallet Wealth Partners, a fee-only RIA targeting mass affluent investors with a maximum fee of 0.9%.
Indivisible Partners builds on its strategy to take turf in the independent space with its latest move in Colorado.
The new legislative proposal, which includes more aggressive cuts to Medicaid and a lower SALT cap, threatens a goal of passing President Trump's tax-cut legislation by July 4.
Bringing experience from Integrated Partners, LPL, and Edelman Financial Engines, the mega-RIA's newest leaders are set to build on the growth story playing out in its 1099 channel.
