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.
Two independent advisory firms merge within the RFG platform to form a $750 million wealth management practice.
Tina Decker, who spent more than two decades executing succession and acquisition deals at Osaic, joins as senior vice president of business development.
The $63 billion AUM aggregator welcomes first-ever growth and compliance chiefs as it looks to build further toward mega-RIA status.
Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.
RIAs weigh their options as Schwab tries courting Altruist users following Vanguard's blockbuster deal.
The Minneapolis-based consolidator's addition of a $345 million Anchorage RIA comes as small sellers navigate a volatile 2026 deal market.
Colorado-based RIA Summit Wealth Group acquires Portland's Financial Investment Team, expanding to 12 offices in six states.
The fee-only RIA's ninth deal of the year builds on record 2026 M&A activity and a minority staking investment from Hamilton Lane.
