New York advisory practice Foothills Legacy Wealth Management joins hybrid RIA &Partners, extending a recruiting run built on Wells Fargo departures.
Choreo is expanding its pre-IPO wealth management strategy to target employees of OpenAI and Anthropic ahead of their IPOs
Deal marks firm's 11th acquisition, pushes AUM above $11 billion as Seascape's Portsmouth team joins the RIA.
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Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Omaha-based RIA expands Northern California footprint with Roseville acquisition amid record annual pace for wealth management M&A.
Cypress Point and APP Financial join broker-dealers in latest recruiting wins.
Mike Finnegan joins the Omaha RIA to guide portfolio strategy as assets near $1 billion following recent merger.
The leading ultra-high-net-worth RIA joins other large wealth firms, including Raymond James and LPL, in creating executive roles focused on artificial intelligence strategy
“It is already influencing consumer decisions—and shaping where growth will be distributed in the years ahead,” said Wayne Best, chief economist at Visa.
FFR Wealth Team's move to full integration follows years as an independent partner office.
The Kansas-based mega-RIA is giving clients access to dedicated care coaches as new surveys show caregiving duties are straining Americans' finances.
Aspen's affiliated RIAs now manage $15 billion after the New York-based platform added Kalamazoo-based CWS Financial Advisors.
The Chicago-based mega-RIA's latest additions, spanning six office locations and over 40 team members, pushes its W-2 platform assets to roughly $35 billion.
Joseph Glick joins from Sequoia Financial Group to lead operations, tech and finance
Hybrid RIA adds 18 advisors and $1.7B in assets as succession tools drive expansion.
Legislation seeks to loosen access to private markets to include professional advice from RIAs and broker-dealers, not just income or net worth.
"There's a commitment contractually for not only the brand, but the service model of Commonwealth. It's more than a verbal commitment,” Alex Bartholomew says of LPL's plans for Commonwealth as his $6 billion firm shifts to a hybrid RIA model.
RBT CPAs combination lifts assets at UHY's fledgling RIA unit while marking the 15th deal in a broader national buildout.
Ensemble Practice data show profit margins climbing for a decade while organic growth from new clients flatlines near historic lows.
