Independent private wealth practice Shore to Summit Wealth Management is expanding its presence in Bethesda, Maryland.
Mega-RIA pushes deeper into cross-border advice with deal to acquire UK’s Maseco.
Glenn Rodriguez specializes in serving widows, retirees and families navigating complex financial decisions.
Opportunities for advisors to engage new clients drop sharply as the prospects age, says Cerulli.
WPCG and HGGC invest in $4.6B RIA as Emigrant exits and management retains ownership stake.
Senior hires aim to drive advisor growth at Cetera and scale private markets tech at Opto.
Industry veteran to drive operations and growth as demand for private markets access accelerates.
The Boston-based team is seeking greater independence by joining LPL, while RIA Beacon Pointe has brought in teams with $645 million in assets.
InvestmentNews has surveyed organizations across the wealth industry and is proud to announce its list of Best Places to Work for 2026
The $10B AUM firm is continuing to build scale across the US.
Former staff allege due diligence meant copying Google Ventures' portfolio
Former staff allege due diligence meant copying Google Ventures' portfolio
Firm adds Morgan Stanley trio in Tyler and longtime JPMorgan advisor in Paramus in latest hiring round.
Backed by private equity firm Cynosure Group, Threadline Wealth's client base targets high-net-worth technology executives and their families across Silicon Valley and other West Coast cities.
Good news for advisors. U.S. household net worth hit a record $184.1 trillion in the fourth quarter, according to Federal Reserve data.
Firms add talent across North Carolina, Michigan, Southern California to deepen family office, wealth reach.
Also, Perigon adds three more advisor partners to its capital stack, and another Edward Jones breakaway launches her own fee-only planning practice.
Even as Summit Financial takes a minority stake in $1.2 billion Signet, CEO Stan Gregor says market volatility tied to conflict in Iran is delaying other transactions.
CV Advisors taps a fintech veteran to drive AI strategy as Americana Partners brings in a deal-tested finance chief to guide expansion.
The recruiting race continues unabated as firms add teams and assets across the US.
