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.
TRO bars Joan Greenspon and Amanda Salyer from reaching out to hundreds of former Edelman clients representing more than $300 million in assets, who left the mega-RIA following the advisors' departures in February.
13 years after it was founded, the hybrid RIA has rebranded with a new name and logo.
Meanwhile, Carson added an independent office in New York led by a mother-son duo, and Maridea gets a second location in Phoenix.
Planning organizations including CFP Board and the FPA support updating the SEC’s small-entity yardstick while pressing for an employee-based standard.
Digital asset registered investment advisor targets Nasdaq listing to scale wealth platform.
The $326 billion mega-RIA is committing $175 million in equity to advisors as firms across the industry increasingly use ownership stakes to recruit and retain talent.
Bernstein Private Wealth is taking an intentional approach to mentorship, sponsorship, and leave policies as women move into control of trillions in assets.
Industry group says $1B AUM line reflects inflation, rising regulation, and evolving advisory business models.
Rise's fourth non-control minority staking deal puts it alongside Dynasty Financial Partners as a strategic partner in the $3.1-billion RIA's continued growth.
