The RIA’s first M&A transaction in Maryland sees it snap up Keeney Financial Group, a 10-member team.
The acquisition of the Seattle-based multifamily office deepens the national RIA’s UHNW presence in the Pacific Northwest.
The rapidly growing firm has added RIAs in New York and Michigan to its national footprint.
‘We are going down a path of trying to change this paradigm of financial advice.’
'Wealth management deals held pretty firm last year compared to all other areas of investment banking,' one banker notes.
The San Francisco-based firm is adding a Connecticut-based practice from Hightower.
The agreement to merge GW & Wade's $10.4 billion practice with The Colony Group marks another major step in the wealth network’s new hub strategy.
New solution for RIAs and family offices speeds up investment management with innovative household wealth optimization feature.
Where Wall Street goes, trouble is sure to follow.
Amid continued consolidation and M&A, mega-RIA firms are emerging to play key roles in shaping the wealth industry.
Case against RIA aggregator seeks relief and damages over allegedly over-broad interpretation of noncompete language.
Part of her focus will be to 'cultivate and elevate the story' of Emigrant Bank in the wealth management industry, she says.
‘What are we going to do about organic growth when we can't hold on to the household of the primary relationship?’
Philadelphia-based Callan Family Office also welcomes former Abbot Downing exec as it expands its financial administration services.
The RIA prioritized 'significant asset growth' and trading volume in selecting two of the ETFs, while the other two are among the least expensive offerings, executive says.
Redwood City, California-based Pettinelli Financial Partners offers comprehensive planning for multigenerational households.
Cetera is sharpening its focus on RIAs under CEO Mike Durbin.
The former wealth head of the failed regional bank is building a new platform to attract high-net-worth wirehouse teams.
Even as the pace of advisor growth doubled, challenges continued for the overwhelming majority of smaller firms.
The platform continues to elevate its appeal to RIAs with the appointment of the longtime Schwab executive.
