| | | | | The RIA industry recorded the highest monthly volume on record for M&A deals, which DeVoe & Company attributed to firms’ anticipation of interest rate cuts. Read More > |
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| | | Mike Durbin, CEO of Cetera Holdings, will assume Antoniades’ role, the company confirmed. Read More > |
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| | | The acquisitions of Chapel & Collins and Waypoint Capital Advisors expand Mercer's footprints in the Denver and Minneapolis areas, respectively. Read More > |
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| | | The deal for City Fiduciary Group is Allworth’s seventh this year and will boost the RIA’s presence in the region. Read More > |
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| | | Creative Planning's purchase of the Lawrence-based RIA Edmonds Duncan comes several weeks after TPG Capital announced a minority investment into the Peter Mallouk-led RIA. Read More > |
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| | | The RIA has taken a stake in Aris Investing, a tech-enabled SMA platform, which is powering the new program. Read More > |
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| | | Advisors Scott Bailey, Scott Cislo and Murray Kinlaw have joined Fifth Third Wealth Advisors, the RIA launched by Fifth Third Bank in 2022. Read More > |
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| | | Uptick’s founders are so confident in their non-protocol transition process that they will forgo their profit margin until an advisor gets back to 100% revenue. Read More > |
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| | | The acquisition of M&R Capital Management represents its sixth New Jersey location and 15th deal of 2024. Read More > |
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| | | Christopher Ayer, a former senior vice president at Pallas Capital Advisors, will bring his expertise working with closely-held business owners. Read More > |
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| | | Exclusive interview with Hightower CEO Bob Oros and NEPC’s Managing Partner Mike Manning. Read More > |
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| | | A mentorship program provides opportunities for employees to build strong relationships, learn from each other, and grow in their personal development. Read More > |
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