New $1.5B in assets marks firm’s latest push to scale its advisor-succession platform
The merger announced Thursday rivals other monster deals this year by fellow mega-RIAs Corient and Mariner.
Mercer’s Regis Group, catering to families with $25 million or more, is growing over 20% a year, president Daniel Gourvitch tells InvestmentNews.
The co-founding, husband-and-wife team of F2 Strategy explain how a need for industry expertise in wealth management consulting hatched their plan.
Wealthspire Advisors’ “Find Your People” program empowers both new and seasoned advisors with tailored mentorship, personal branding, and a culture of authentic growth.
While recession fears linger, advisors report confidence in client retirement readiness and anticipate benefits from recent tax reforms.
InvestmentNews was in town for the Huntington Beach, California event, featuring 5,000 financial advisors and an outlook for the industry.
Co-founder Pat Collins tells InvestmentNews of his 'strong feeling' that a employee-owned approach will lead to better outcomes.
For Steve Voss, who recently launched CPX, it was a life-altering event that challenged him to rethink how to help independent financial advisors scale their businesses.
Meanwhile, Americana Partners has expanded its own footprint in Nashville, while BIP boosts its presence in Atlanta.
Kathreen Alcorn joins the Cleveland-based RIA's C-suite with over two decades of experience, including senior leadership at Nasdaq.
New alliance strengthens Mercer's appeal to creative-sector high net worth clients.
More advisors from Commonwealth Financial Network among those on the move.
Raymond James adds group from Equitable Advisors, while LPL's Linsco channel lures an Atlanta-area duo from Truist.
The move will create a combined firm with $6.6 billion in assets while expanding Badgley Phelps' presence in the Seattle market.
Meanwhile, Carson Group seals its latest full acquisition in Pittsburgh, while Bluespring merges in another Kestra-affiliated firm in Virginia.
Tie-up is a natural evolution of a relationship that has grown over the past decade
Arriving from Osaic, Walters' two decades-plus of experience includes leading more than 200 advisor associates to help quintuple earnings at Lincoln Financial Network.
The deal in Wisconsin marks Edelman's ninth RIA acquisition in three years, adding more than $300 million in assets while expanding its estate planning reach.
The merger between Fifth Third and Comerica aims to accelerate growth, diversify revenue streams, and strengthen the combined bank’s presence in the Southeast, Texas, and California.
