The deal for JFL Total Wealth Management, which has $300 million in AUM, brings One Digital's total assets to approximately $108.1 billion.
Partners Group, a $131 billion PE operation, is building out its US footprint with the launch of Private Wealth.
Barney Financial Services will use LPL’s broker-dealer and RIA platforms through JFC Advisor Network.
SFG Wealth Planning in Doylestown has $286 million in AUM and six employees.
Blaine Franklin joins Raymond James Financial Services as owner of Blaine P. Franklin Financial Services in Rifle, Colorado.
The new platform will leverage technology to help financial advisers move clients onto the platform for personalization and tax management.
With the old-school mutual fund wrapper continuing to suffer during the down-market cycle, alternative strategies represent a lone bright spot.
As the $44 billion acquisition sparks extreme reactions for and against the new owner, fintwit considers whether tweeting is still worth all the fuss.
The five-adviser, 16-person group known as The Promus Wealth Management Group has joined RBC Wealth Management in Indianapolis.
Downeast Private Wealth, led by Lena-Jo Hartley, was affiliated with Investacorp for almost 25 years.
A report details unique needs and investing perspectives of women and estimates that failing to tailor products to their needs cost the industry about $14 billion last year.
Guiding jittery clients through rough financial patches is one of the most important things advisers do, but they need to keep themselves from being emotionally drained by the effort.
Teams led by Bill and Bruce Sandry make the switch to RBC Wealth Management’s Davenport, Iowa, office.
Financial advisers have until Nov. 1 to help clients lock in the current rate, which drops by a third to 6.48%.
The high profitability seen last year proved especially rewarding to the owners and partners of top firms.
The asset manager's new platform is aimed at financial intermediaries who want to offer their clients customized separately managed accounts.
Advisers surveyed preferred that Republicans control Congress when it convenes in 2023 by a margin of 60% to 25%.
Smaller RIA sellers are driving the pace of deals toward another record year, according to Devoe & Co.'s report on third-quarter activity.
The RIA says a vote by the shareholders of the SPAC, Cartesian Growth Corp., to approve the deal has been scheduled for next month.
The father-son adviser team operate as Thannisch Wealth Management of Raymond James in Austin, Texas.
