In the wake of Fisher Investments deal chatter, 2024 will likely be studded with significant transactions involving registered investment advisors.
In one of his last actions as CFP Board chairman, Daniel Moisand testified at last month’s hearings on the Department of Labor’s latest advice proposal.
The move combines wealth management and investment advisory under one name.
It's the firm's first announced deal of 2024 following 12 last year.
Founders say the Avise Financial platform puts ownership back in the hands of advisors.
BridgePort Financial Solutions can provide smaller RIAs with support in areas such as technology, practice management and outsourcing.
The deal enhances the RIA's presence in Ohio and Northern Virginia.
The deal for River Glen Wealth Counselors adds to the firm’s presence in the central U.S.
The collaboration will enable greater tax optimization for Clearstead clients.
Latest deal will help expand the firm's reach and capabilities in the region.
Fee-only RIA completed its 11th deal of 2023 at the end of December.
'Apparently, he doesn't want private equity money,' source says of the 73-year-old executive chairman of Fisher Investments.
New York City advisor explains why he focused on millennial clients when ‘nobody else would invest in them.’
Transitions Wealth Management was founded in 1999 by a team of accountants.
Company, which oversees about $236 billion, denies sale is imminent.
In its 7th acquisition of 2023, Mariner buys Sacramento-based Confluence Financial Planning.
Partnerships and organic growth should be advisors’ focus, experts say.
Andrew King, co-head of Tax Policy & Research for Goldman Sachs Ayco, explains how to help U.S. service members and veterans avoid a battle with federal bureaucracy to get financial benefits.
The distinction between organic growth and market growth has never been more apparent, especially during periods of market volatility.
Firm expands footprint with fourth Massachusetts office.
