The move marks a pivotal strategic shift for the women-focused investment advisory firm and top-growing RIA.
Merchant's latest partnership with an established CPA firm and Mesirow's new strategic hire, an alum of Corient, enhance advisors' abilities to support tax planning in their networks.
The $3.5 billion RIA has taken the next step in its 2025 deal calendar with a strategic minority investment in Minnesota.
Beacon Pointe's latest hire, an Ellevest alum, strengthens its female leadership while Bogart Wealth's founder and CEO gives the president role to an incoming veteran executive.
Private wealth expert focuses on sports and entertainment clients.
Target clients are seeking something different from traditional offerings.
They have been expected to soon be passing trillions of dollars to their heirs. But financial advisors say they are in no rush to do so.
Wealth managers offer their investment outlooks on newly resurgent European stocks.
Washington and Wall Street are demanding employees work in the office five days a week. Here's what RIAs are saying.
Sanctuary Wealth's latest minority investment marks a new phase in the RIA aggregator's efforts to support independent advisor growth on its platform.
Wealth managers discuss how they are calming increasingly anxious clients.
The RIA giant welcomes a veteran with more than 20 years' experience, including time supporting JPMorgan's First Republic integration, as Prudential Financial selects a leader from its own ranks.
Rise Growth Partners is supporting a $5.7 billion indie RIA's long-term vision to go national while strengthening its financial planning capabilities.
Firm was founded by Morgan Stanley breakaways, merged with MGO.
The $345 billion RIA giant is extending its footprint in the West Coast as it lands its first deal for 2025.
Elderly clients impacted in transfers to higher-fee advisory accounts.
Financial advisors discuss their hiring plans, as well as the skills they are seeking in job candidates.
Jim Cahn, of Wealth Enhancement Group, lifts the lid on his firm's partnership model, his views on RIA M&A, and the widely slept-on reason why advisors are merging into larger organizations.
There's been an emergence of buyers, backed with PE dollars, making repeated acquisitions.
Getting ahead of events is critical, say advisors, and the difference between keeping or losing clients.
