The $420 million RIA in Auburn Hills and Ann Arbor gives Credent its second and third Michigan locations while pushing it closer to $4 billion in AUM.
Consolidation continues in US wealth management industry.
Research shows advisors in the Aloha State could see more than $900 million in client assets on average, while fierce competition places New York near the bottom in state rankings.
LinePoint's leadership hire from Rockefeller, who's taking a COO and CCO role at the firm, brings more than 20 years of industry experience.
Wealth managers are being forced to unpack President Trump's One Big Beautiful Bill to clients. Here are some of the things they are saying.
The latest firm to adopt the Carson Wealth brand in Colorado marks the RIA's 15th deal in 2025 while adding $608 million in assets.
Wealth managers expand their footprints across the US.
Justin Herndon talked with InvestmentNews about the unique position Thrivent is in to continue its pursuit of growth.
With another three weeks of tariff threats and negotiations ahead, small business clients will have to respond depending on exit timelines and specific industries, among other factors.
Wealth managers weigh in on their bond strategies as Fed Chairman Powell appears to be holding on rate cuts this summer.
The registered broker-dealer and RIA is 75% employee owned and advises on $3.5 billion in assets with no plans to court private equity. "We do not view PE as aligned with the long-term culture we’ve worked hard to build," CEO Jameson McFadden says as Wellington Shields celebrates 100 years.
Homrich Berg announces latest hire as it expands into South Carolina.
Modern Wealth's latest deal for a California-based fee-only RIA marks its fourth acquisition of 2025.
"Im glad to see that from a regulatory perspective, we're going to get the ability to show we're responsible [...] we'll have a little bit more freedom to innovate," Farther co-founder Brad Genser told InvestmentNews in light of relaxed AI regulations from the SEC.
Meanwhile, Osaic lures a high-net-worth advisor from Commonwealth in the Pacific Northwest.
The deals, which include its first stake in Ohio, push the national women-led firm up to $47 billion in assets.
Alliance Bernstein's private wealth unit has brought on executives from Envestnet and Wells Fargo while promoting a 25-year veteran from its ranks.
The Dynasty Financial partner firm's latest deal in Connecticut adds roughly $600 million in client assets.
The giant broker dealer and RIA overseeing roughly $554 billion in AUA has appointed a Merrill and BofA alum to support advisor growth.
Financial PR experts offer wealth managers tips on getting the most bang for their marketing or PR bucks.
