Allworth Financial, a Folsom, California-based registered investment advisory firm managing $15 billion, has acquired Second Opinion Partners of Riverwoods, Illinois, and Muchler Financial Services of Dansville, New York, which is outside Rochester. The firms manage $440 million and $200 million in assets, respectively.
Terms of the acquisitions were not disclosed.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
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.
