ClearBridge Wealth provides investment management and financial planning.
Three-quarters of RIAs surveyed now offer remote work arrangements, and professional development is increasingly cited as a top initiative.
RIA aggregator acquired $495M Paragon Wealth Strategies and $95M Brighton Financial Planning.
The firm has recruited three new advisor teams to take AUM to $5.8 billion.
InvestmentNews celebrates 100 leading firms who have established themselves as trusted partners for clients
John Peluso retired in September as head of Wells Fargo’s clearing operations, and earlier presided over FiNet.
Edelman Financial Engines is suing Mariner Wealth Advisors, alleging that Mariner is poaching its clients and running Edelman out of business.
As a financial advisor for more than 30 years, Diane Young has seen fiscal and retirement policies affect her clients. If voters in Michigan’s 10th District elect her, she’ll have a role in shaping the decisions Congress makes.
Advisory Services Network's business development director, Trey Prescott, talks to InvestmentNews.
InvestmentNews celebrates 75 firms that have attracted significant assets since July 2020.
New entity combines capabilities of $13 billion national RIA with those of an accounting services firm.
Firm operating across five states switches from Western International.
Wilmington-based Daniels + Tansey provides integrated financial advisory, tax planning and investment management services to individuals, families and small businesses.
Cheryl Holland founded her fee-based advisory firm 25 years ago.
For one of the partners, it’s the second merger in as many months.
Stoy Hall focuses on minimizing clients' financial worries, allowing them to concentrate on their families and wealth creation.
Two advisors formerly affiliated with Morgan Stanley and UBS make the jump to new RIA.
Sheryl Garrett, founder of the Garrett Planning Network, got a shout-out from President Obama in 2015 when he introduced a Department of Labor fiduciary rule. Now she’s joining the fight to support the Biden administration’s proposal.
The acquisition is Edelman’s fifth over the last year.
The acquisition is the firm’s second largest of 2023 and one of three above $1.5B.
