The acquisition of Cribstone Capital Management was EP Wealth's sixth deal of 2022.
Chicago firms Kovitz and Origin will combine real estate investment expertise, creating greater access across the Focus network.
The Tiedemann/Alvarium merger had been cited as a standout by industry observers because of its focus on high-net-worth investors.
The purchase of Virginia-based Ascent Group keeps Alera on track to meet its goal of reaching $10 billion in AUM this year.
The additions bring 2022 total recruitment to 21 advisers who supervise more than $943 million in assets.
Garth Allan, who joins the firm in Newport Beach, California, delivers personalized investment planning and comprehensive wealth management advice.
As account balances shrink in stride with the financial markets, RIAs are increasingly embracing flat-fee pricing.
I’m grateful to have led the remarkable team at InvestmentNews as editor-in-chief in 2022, and we have great expectations for 2023.
Despite Dynasty's sales of minority ownership stakes to Schwab and a private equity investor, a public stock offering is still the best long-term strategy for the platform, the CEO says.
BFS Wealth Management is a hybrid RIA in Iselin, New Jersey, and will be Wealth Enhancement Group's 12th office in the tristate region.
The deals add $370 million in AUM through LFS Wealth Advisors, Vodia Capital.
A DeVoe & Co. report shows buyers and sellers are worried about the impact of the equity markets and overall economy on RIA valuations, which could drag down the pace of deal activity.
The existing Stewart investment team, including founder-strategist Bill Stewart, will stay on after the acquisition.
Erman Retirement Advisory, which was founded in 2000 by Howard Erman, serves more than 200 clients.
Falling markets are cutting firms' revenue tied to AUM at the same time rising interest rates are making it more expensive for buyers to finance deals.
Jessica Goedtel is building an advisory practice where people who earn a living via online platforms like OnlyFans feel welcome.
Sovereign Wealth Advisors has been providing wealth management and financial guidance across the Pacific Northwest for more than 30 years.
The liquidity issue is squarely in the laps of financial advisers who have never had to deal with the difficulties posed by nontraded REITs before.
DeVoe & Co. expects 2022 to wrap up with 260 announced RIA acquisitions, which would represent an 8% increase over last year.
In all 4 regions, 3,006 RIAs reported $3.015.5 trillion in assets, compared to $2.493.5 trillion in 2021, according to InvestmentNews research.
