Windward Recruiting's Chris Bisenius describes the "threat" RIAs face as Schwab prepares to raise its client asset referral minimum again, this time to $5 million.
Levitt Capital Management, headquartered in Nice, has opened a Rockefeller Center office to serve the growing population of Americans living in Europe — the latest sign of a transatlantic wealth management land grab.
Wealth Consulting Group, Coastline and Maridea report fresh capital, acquisitions and asset growth as advisor M&A keeps climbing.
“It was a dream for me to be a financial advisor,” says Cathy Curtis of Curtis Financial Planning.
Yari Capital's move to Carson continues a run of additions for the $62 billion firm, days after it hired a veteran recruiter from Osaic.
Servo Wealth Management's $210 million book brings the Minneapolis consolidator's total client assets further past $160 billion.
The deal to acquire a 300-client tax firm sets up much-needed succession for its 80-year-old founder, while joining a widening trend of tax service integration among RIAs.
Austin, Texas headquartered firm taps former BlackRock managing director following an internal leadership shuffle.
“One of the disciplines, I think, that's critical for advisors is multi-year business planning,” said AE Wealth Management President Shannon Larson.
The Cleveland-based RIA's latest tie-up extends the firm's national footprint into the Golden State, where opinions continue to be split over a contentious billionaire wealth tax proposal.
The Olympia, Washington firm's retirement planning expertise reinforces the consolidator's growth momentum to exceed $160 billion in client assets.
Fueled by a recent shot in the arm from private equity firm Carlyle, MAI adds a $490 million Atlanta RIA as it keeps building out its national footprint.
With experience from Goldman Sachs and TD Ameritrade, the RIA's newest SVP hire adds to a recent wave of executive departures from hybrid Osaic.
Dealmakers, distributors and support platforms all moved to strengthen their independent advisor footholds this week.
Randall Lane, Forbes’ editor, took cash from consultant the publication used for advisor lists.
The physician and CFP will discuss cognitive decline, healthcare planning and family conversations at the November event.
Christian Mango is joining the PE-backed RIA giant to grow retirement plan services as it deepens its workplace-to-wealth strategy
OpenArc's institutional consulting arm adds RFP-driven provider evaluations as it builds out its post-Merrill fiduciary practice.
Valley Financial Group joins the fast-growing HTSW model as Hightower pushes toward $50 billion in assets under management this year.
A new tax entity and Baker Tilly partnership deepen the $30 billion RIA's push into complex planning for wealthy clients.
