Cerity Partners, a Chicago-based registered investment advisory firm managing $27 billion, has acquired Algonquin Advisors, a Greenwich, Connecticut-based RIA managing $232 million, and Worldview Wealth Advisors, a San Francisco firm managing $140 million.
Algonquin Advisors, founded in 1998, is led by founder George Hubbard and CEO John Hyman. The firm’s seven professionals also are joining Cerity.
Worldview Wealth Advisors, founded in 2005 by Andrew Fisher, has five team members who will join Cerity.
The firm's CFO and EVP of Wealth Management Solutions are the latest executives to exit the broker-dealer.
Clients are saying they would consider switching advisors if another professional offered estate planning services, according to a new Trust & Will survey.
CEO Laurel Taylor says the fintech's composable AI stack helps workers optimize dollars across Trump Accounts, 529s, 401(k)s, and other employee benefits.
The bank has swiped three private banking veterans from BNY as the city climbs the ranks of America's fastest-growing wealth hubs.
Employee accounts, crypto trials and job cuts frame a pivotal year for the Swiss lender.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
