RubinBrown Advisors, the registered investment advisory affiliate of Leawood, Kansas-based accounting and consulting firm RubinBrown, has merged with Kansas City, Missouri-based Wealth Management Advisors.
The combined firm, which operates as RubinBrown Advisors, manages $1.7 billion.
Wealth Management Advisors, which was founded in 1993, served more than 300 clients and managed approximately $470 million. RubinBrown, founded in 1952, launched its advisory business in 2002.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
