The independent firm launched by ex-Sanctuary CEO Jim Dickson has tapped veterans from Summit Financial and BNY Pershing as it transitions an "oversubscribed pipeline" of advisor teams.
The industry veteran brings nearly 40 years of experience, including more than a decade in the CFO role, as the leading RIA continues to grow and enhance its operations.
Dr. Carolyn McClanahan, the 2024 InvestmentNews Women to Watch Lifetime Achievement recipient, has forged a stellar reputation educating people at the intersections of health and finance.
The firm's newest advisor additions in the Southeast come with 55 years of collective experience in the industry.
Chief investment officer discusses the importance of diversification and interest rate volatility ahead of a risky year at RIA Activate California.
The president-elect's stance on regulation and tax is anticipated to add more fuel to already scorching-hot levels of deal activity.
The Torrance, California-based RIA's C-suite hire brings more than 30 years' leadership experience, including at Goldman Sachs, Fidelity, and JPMorgan.
From operations to unique value propositions, advisors weigh in on best goals for new RIAs.
During the third quarter, Corient completed the acquisitions of two firms.
The giant RIA platform's new turnkey multi-manager program offers automated, tax-aware options to manage $5 billion in assets across its partner firms.
The deal extends the RIA giant's presence in New England with new locations in Boston, Massachusetts, and Maine.
The ultra-high-net-worth RIA's newest executive, who's also a Fidelity alum, is tasked with fueling strategic growth and innovation to strengthen its position.
“The variety of consolidators drives competition, but it can make the market confusing,” one recruiter said.
The $38 billion RIA giant has formed a multigenerational planning team managing $377 million, with a new location in Palm Beach Gardens.
The national RIA's latest acquisitions add to its capabilities in the Colorado and Minnesota wealth markets.
The RIA aggregator's second transaction in the state in as many months adds 38 professionals to its high-net-worth planning roster.
The Kansas-based consolidator with $325 billion in advised and managed assets has inked its ninth acquisition since the start of 2023.
The wealth management and tax planning firm adds $839 million in assets under management as well as new locations in Washington and Oregon.
Antoniades’ position as CEO of Cetera Financial Group has been in question since spring of 2023.
The bank-supported independent RIA is widening its reach with a Merrill Lynch alum and a new office in North Carolina.
