The Torrance, Califronia-based RIA names John McConnell CFO and promotes Erin Voisin as it builds out leadership after a run of acquisitions.
The moves come as Hightower Signature Wealth nears its first anniversary with more than $40 billion in AUM.
The $12 billion RIA adds two 20-year industry veterans as it accelerates national expansion.
Winstone Wealth Partners joins Concurrent from Raymond James, pushing the RIA platform's assets past $23 billion this year.
The acquisition of $2 billion Gilbert & Cook extends a buying spree for the ultra-high-net-worth firm that has already touched six states this year.
The boutique RIA with $5 billion in AUM taps insider CIO as middle-market firms race to build next-generation leadership
“At the end of the day, the move can't just be all about money,” said Jared Rabinowitz at Future Proof
The breakaway-focused platform's senior hires from Wells Fargo, Bluespring and Hightower deepen its bench for growth and succession planning.
“Our goal is to create as many employee shareholders as we can,” said Ritholtz CEO Josh Brown at Future Proof
South Carolina and Bay Area advisory teams join the WPCG-backed national platform as RIA dealmaking hits new highs.
The deal deepens the Kansas-based RIA giant's push into institutional consulting after a year of acquisitions spanning insurance, retirement and cross-border wealth work.
The $43M RIA Domain Money reduced its advisor team after AI improvements let each advisor serve up to 150 clients, CEO says.
The independent wealth firm's latest move in Massachusetts a dedicated non-advisory platform for ultra-wealthy families as RIA family office spinoffs keep multiplying.
Savant Wealth Management's tax subsidiary is taking a new name and two new partners as the RIA continues layering accounting services onto its wealth platform.
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.
