Ron Carson, who goes by Omani outside of financial services, is holding spiritual retreats and wants to build an intentional community called "Omya." He also recently became part owner of a soccer team.
Leading a seven-person team, the advisor couple with 60 years of combined experience provide comprehensive planning for roughly 500 clients in Houston.
The diversified financial services company in Florida is reaffirming its focus on income with a rebrand of its consulting and marketing arm for independent annuity producers.
The veteran closer and leader is expected to drive further growth as he brings a record of dealmaking success from Focus and Goldman Sachs.
The national RIA is broadening its presence in the Northeast with a veteran-led planning practice for high-net-worth clients.
The employee-owned financial giant is looking to expand in the Southeast as part of a broader master plan for strategic growth.
Crux’s collaboration with the full-service broker-dealer and RIA comes as part of a broader multi-year tech platform agreement.
The nationally top-ranked RIA is set to expand its presence meaningfully across the Western US as it acquires Eide Bailly’s $1.58B wealth arm.
The two multibillion-dollar RIAs, led by veteran superstars from First Republic and Iconiq Capital, are looking to take several wealth hotspots by storm.
Kelly Nanasy comes to the financial advisor and investment management firm with 30 years of experience, including a successful record as a CFO.
The Dynasty Financial partner firm is looking to become a destination of choice for elite financial advisors in the international UHNW space.
The new venture, Parkwoods Wealth Partners, aims to help registered investment advisers overcome the challenges of growth and succession planning.
The broker-dealer giant’s latest addition in San Antonio comes with over two decades of experience, including owning his own RIA.
Art Ambarik, CEO of Perigon Wealth Management in California, has overseen over a decade of growth. He reflects on the sanctity of the client-advisor relationship and his priorities.
RIAs have an advantage over captive advisors and have an opportunity to seize significant client service opportunity.
Joe Duran’s vision to support growth-minded RIAs is taking flight as it acquires a minority stake in a $10B wealth firm.
Giant firms may be shunning public markets – but they are exploring other sources of capital, including going private or selling minority stakes to emerging sovereign wealth funds.
Advisors intent on landing new client relationships have a decision to make.
CEO steering the RIA juggernaut has an impressive track record of using technology to scale, but he says the real power is marrying this with people.
The Audax-backed RIA in Boston has secured new footholds in the Eastern US with its latest landmark transaction.
