“At the end of the day, the move can't just be all about money,” said Jared Rabinowitz at Future Proof
The breakaway-focused platform's senior hires from Wells Fargo, Bluespring and Hightower deepen its bench for growth and succession planning.
“Our goal is to create as many employee shareholders as we can,” said Ritholtz CEO Josh Brown at Future Proof
South Carolina and Bay Area advisory teams join the WPCG-backed national platform as RIA dealmaking hits new highs.
The deal deepens the Kansas-based RIA giant's push into institutional consulting after a year of acquisitions spanning insurance, retirement and cross-border wealth work.
The $43M RIA Domain Money reduced its advisor team after AI improvements let each advisor serve up to 150 clients, CEO says.
The independent wealth firm's latest move in Massachusetts a dedicated non-advisory platform for ultra-wealthy families as RIA family office spinoffs keep multiplying.
Savant Wealth Management's tax subsidiary is taking a new name and two new partners as the RIA continues layering accounting services onto its wealth platform.
Kelly O'Donnell is the fourth former Edelman Financial Engines leader to join the Chicago RIA's leadership in the past year.
The No. 2-ranked RIA adds two new markets in weeks, with teams managing a combined $1.75 billion in client assets.
Daken Vanderburg on why knowing when to call in a specialist may say more about an advisor than trying to answer everything alone.
TradePMR's Scott Victoria says Robinhood Advisor Network's 25% revenue fee model better serves advisors than basis-point pricing in other RIA client referral programs.
Self-serve access to Strategic Advice Manager promises onboarding in days, as RIAs weigh how deep to take AI adoption.
Elios Financial Group joins Carson Wealth as the Omaha RIA adds to a record year of industry dealmaking.
New SignatureFD unit pairs wealth planning with franchise expertise to serve business owners across the US
Meanwhile, &Partners draws another Commonwealth practice, and Wealthcare welcomes a $550 million planning practice in the Northeast.
OnePoint BFG has added a $400 million team from Northwestern Mutual while Modern Wealth scooped a veteran-led team overseeing nearly $710 million in assets.
New JULV fund buffers 20% of losses while capping upside, entering a defined-outcome category that's growing fast among advisors.
New ADP-delivered solution gives small and mid-size businesses access to 3(38) fiduciary oversight and participant-level advice for one fee.
Boston Hill Advisors joins Hightower's national platform as the mega-RIA's latest Massachusetts move drives HTSW closer to its $50 billion target for 2026.
