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A link to ink leads to a tattoo artist advisory niche
Colton Etherton admits he was nervous about carving out such a unique niche, but he now knows he made the right decision.
Cerity Partners adds $5 billion RIA in San Francisco
The addition of Bingham Osborn & Scarborough will push the New York-based aggregator to nearly $40 billion in total RIA assets.
Colony Group acquires $691 million RIA
The deal for Derby and Co., which is based in Newton, Massachusetts, is Colony's fifth acquisition this year.
Wealthspire acquires $2.7 billion Private Ocean
With two deals pending, New York-based Wealthspire is approaching $17 billion in total RIA assets.
KKR invests in RIA Beacon Pointe
The woman-led management team retains a majority stake in the firm, while investor Abry Partners is exiting.
Acquisition pushes Sequoia Financial over $10 billion
The Ohio-based advisory firm adds its second Buckeye State RIA this year with the purchase of NCA Financial Planners.
CI Financial posts record profits as it moves beyond just buying RIAs
After acquiring 25 U.S. RIAs over the past 24 months, the Toronto-based aggregator is taking a minority stake in GLASfunds, a $1 billion alternative investments platform.
Creative Planning picks up Lockton’s U.S. retirement business
The deal expands Creative Planning’s presence in the retirement plan business by about $110 billion and gives it access to the large-plan segment of the 401(k) market.
Allworth Financial acquires another Arizona RIA
Scottsdale-based RG Capital manages $176 million and serves approximately 300 clients, with a focus on dentists.
J.P. Morgan opens remote adviser business
The new registered investment adviser unit, J.P. Morgan Personal Advisors, operates under the roof of J.P. Morgan Wealth Management and will launch broadly next year.
CI Financial notches 25th deal in 24 months
The Toronto-based mega buyer adds $7.5 billion Gofen and Glossberg, growing its U.S. RIA assets to $95 billion.
Arkadios acquires California broker-dealer, advisory firm
Petaluma-based Investment Architects and its affiliated RIA, Resource Investment Architects, manage $1.25 billion.
Duo managing $1.5 billion at SunTrust join Homrich Berg
Kevin Campbell and Amy Owen are opening an office for Homrich Berg in Palm Beach Gardens, Florida.
Avantax talks about changes for advisers as head count drops
A new compensation plan is among the changes the firm is preparing for advisers in 2022.
Allworth Financial acquires Arizona RIA
DeGreen Capital Management in Paradise Valley, Arizona, which has $328 million in AUM, is the firm’s second acquisition in the state.
Billion-dollar trio at Wells Fargo moves to Ashton Thomas
The three advisers will open the firm’s third Montana office in Helena.
RIA M&A blitz to continue: Rudy Adolf
“We are probably working on more deals than I can ever remember," the Focus Financial CEO said as the company reported its third-quarter earnings.
Six-adviser group managing $875 million goes RIA through Dynasty
Team leader Bryan Sweet had been with Raymond James for 32 years.
Hedging inflation requires tiptoeing through TIPS
Treasury inflation-protected securities have become the hottest ticket in 2021 as messages about 'transitory' inflation clash with reality.
Mercer acquires $1.3B Georgia RIA
Atlanta-based ACG Wealth was founded in 2002.
