JANUARY 21, 2025

RIA News

Despite efforts to develop next-gen talent, the total number of advisors in the wealth management industry has remained stagnant over the last decade.

Cambridge's BridgePort Closed 2024 with Double Deal Totaling $400M

The acquisitions of California-based PearTree Advisory Group and Indianapolis-based Premier Wealth Advisors bring BridgePort's AUA to just over $2 billion.

WHITE PAPER

2025 FMG Marketing Guide

Integrated Recruits $1B Retirement Plan-Focused Firm

San Diego-headquartered RetirementDNA was looking to grow its presence in the private wealth space.

Webinar

Bridging the Gap: Aligning Advisor Performance with Investor Expectations

Wealth Enhancement Group Adds $673M Pacific Northwest Firm

According to CEO Jeff Dekko, acquiring Northwest Investment Counselors will help Wealth Enhancement “better serve clients in the growing region.”

Podcast

RIA Edge Podcast: Integrated Partners’ Andree Mohr on Sophisticated Financial Planning and the ‘Ceiling of Complexity’ That Holds Some RIAs Back

Integrated Partners’ Andree Mohr details the importance of putting the client’s needs first.

Sponsored by Schwab Advisor Services

Commentary

Wildfires Prompt Some LA Wealth Managers to Look Beyond Dollars

As the wildfires rage unabated across the Los Angeles region, causing billions in damages, some financial advisors are thinking about planning in a different light.

New Year, New Advisors

What I learned from training eight new advisors simultaneously.

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