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.
Nominate the most promising young professionals in wealth management
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.
The top-ranked RIA by total AUM continues to scale its wealth management arm, bringing its Pennsylvania presence to five offices.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
CEO Jeff Dekko’s secret to growth? Keep building and never set a target.
The $222 billion mega-RIA's acquisition of Capital Advisors is the latest deal in its dual-track expansion strategy chasing domestic depth and international scale.
New Porterhouse strategy applies momentum and quality screens to target leading large-cap stocks.
