The firm best known for its integrated tax expertise is expanding its book as it snaps up a like-minded practice in Texas.
"Every private equity deal we have seen in the brokerage industry has lasted five to seven years," one executive said.
The firm strengthens its team in California as it welcomes a new advisor with a background supporting ultra-high-net-worth clients.
Cerulli’s study revealed approximately one-third of IBD advisors (32%) have considered opening an RIA in the past year.
The fee-only RIA’s newest advisors in California cater to high-net-worth individuals and athletes at the pro and college levels.
The independent RIA’s deal for a Cleveland-based firm with $2B in assets would mark its maiden expansion into the American Midwest.
Ex-Baird advisor in North Carolina and Wells Fargo alum in Maryland together reported managing more than $600M.
After several months as president, Nathanson is taking over the chief exec position at the wealth advisory giant from Dan Glaser.
CEO of GYL outlines how advisors can stay fresh and relevant.
The advisor joins the independent in California with 30 years of industry experience, including tenures at Goldman Sachs and UBS.
Advisors respond after report suggests clients are not having enough input into the advisory experience.
With a successful record at Avantax, Wall Street veteran Michael Molnar is set to lead the RIA's M&A and advisor succession planning strategy.
"I do believe that the market is very competitive," says Ameriprise CEO Cracchiolo.
Greenwashing scared off many investors but advisor says the key is helping clients gain a deeper understanding of what matters to them.
"We’re seeing continued deal flow of mid-sized and smaller RIAs, along with broker-dealers, too," one banker said.
The $4B RIA has announced the opening of a new office branch in Los Angeles, led by a 15-year industry veteran.
The outsourced family office, headquartered in Colorado, is welcoming an UHNW wealth advisor who managed more than $500M at Northern Trust.
The four-decade veteran behind the firm's inorganic growth strategy is departing to start his own business.
Discover how Lynn Chen-Zhang’s commitment to a fee-only model and a client-centric culture earned her a place on InvestmentNews’ Hot List of 2023.
Advisors like its high yield potential, better risk-adjusted returns and diversification benefits, according to the survey.
