The RIA giant's newest partner brings multigenerational wealth expertise while adding more than $1.1 billion in registered assets under management.
The deal gives the hybrid RIA with $11.84 billion in assets its third Pennsylvania location as well as its twenty-ninth partnership since receiving a key minority investment.
The wealth firm's newest hire brings over a decade of experience in providing fiduciary and investment consulting services to 401(k) and 403(b) plans, endowments, and foundations.
Carson Group president Teri Shepherd and divisional president of Carson Partners Aaron Schaben are leaving their positions at the company next year.
The Ohio-based RIA's deal for an independent wealth firm in Connecticut adds $350 million in assets under management to its book of business.
The PE-backed RIA platform has selected LA-based multifamily office Gelfand, Rennert & Feldman as its first ever business management center.
"Personality traits are more important than the technical aspect," one CEO said.
The independent high-net-worth RIA's inaugural East Coast location will be headed by a new partner previously from Merrill Lynch.
The newest members of the multi-custodial RIA's network in Georgia and Texas have collectively brought $885 million in AUM to the firm.
The strategic partnership will help employees of non-public companies navigate secondary liquidity events with comprehensive investment and tax planning services.
The number of CFA test takers has dropped, yet wealth managers still seek out the designation when hiring.
The PE-backed RIA colossus with $245 billion in assets under management has just expanded its footprint in Florida and California.
A minority say they regret jumping ship, and in either case, their satisfaction has a lot to do with tech and compensation, results of a recent survey show.
The leading independent, advisor-owned firm is sharpening its growth focus by elevating one of its senior partners into an expanded leadership role.
Helmed by ex-Edward Jones advisors, the newly launched RIA firm has multiple footholds across Ohio including Oregon, Waterville, and Upper Sandusky.
The PE-backed RIA giant's latest partnership gives it additional locations in Washington, DC, Maryland, and South Carolina.
The firm headed by a 27-year veteran most recently with LPL is launching with 10 partner practices as it takes on advisors' succession challenges.
The growth-focused RIA's latest partnership in Maryland practice boosts it to $7.4 billion in assets under management while continuing its 2024 acquisition strategy.
The top-ranked RIA is setting its sights on new markets with plans for key acquisitions in Los Angeles, Phoenix, and Salt Lake City.
Omani Carson's new company, Omya, promises to help people live with a mindset of love and abundance.
