| | | | | Milstein-backed Emigrant, which invests in established and growing RIAs, now moves into the breakaway advisor space with a stake in Elevation Point. Read More > |
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| | | From the heads of mega-RIAs to solo practitioners, many wealth managers say outgoing Berkshire Hathaway CEO Warren Buffett has impacted their investing and management styles. Read More > |
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| | | Advisors responding to a $120 price hike on the CFP designation question the value of spending it on marketing campaigns, but supported the designation for their practice. Read More > |
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| | | AdvizorPro finds Schwab still dominates as the RIA custodian of choice for separately managed accounts, but upstart Altruist has jumped ahead of Pershing into fourth place by number of relationships. Read More > |
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| | | | | $2.5B Crewe Advisors Hires New CIO | | Seth Merrill joins from Ensign Peak Advisors, the investment firm for The Church of Jesus Christ of Latter-day Saints, and replaces Dustin Thackeray, who’s been appointed head of portfolio management. Read More > |
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| | | Americana, an RIA on the Dynasty platform started by Morgan Stanley alumni, has recruited four advisors from the wirehouse to its Houston office. Read More > |
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| | | The acquisition of Cahill Wealth Management is Edelman's first this year and expands its wealth management services in the Midwest. Read More > |
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| | | Sandy Bolton, former head of wealth management solutions at Ameriprise, has created SanWealth Partners, the second practice to join Indivisible Partners, the RIA launched by former Merrill Lynch executive John Thiel earlier this year. Read More > |
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| | | The Rise Growth-backed Bleakley will now use PKS for brokerage business, although LPL remains its primary custodian. Read More > |
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| | | Matt Jaskolka’s experience at prior firms led him to launch his own RIA, pointing to the challenges that still persist for young advisors. Read More > |
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| | | California-based Mission Wealth will continue to be majority owned by its employees, as it sells a minority stake to Great Hill Partners. Read More > |
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| | | The Boston-based RIA has snagged two firms with a combined $1.4 billion in assets, bringing on more than $3.5 billion so far in 2025. Read More > |
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| | | Caesar Sengupta has big ambitions for his “digital family office to the world.” Backed by $90 million in venture capital, he’s starting with low-minimum, private-bank-style investments for millennial millionaires. Read More > |
| | | Subscriptions can work for your practice only if they are developed and deployed customized for each client. Read More > |
| | | By integrating family office strategies into their practices, RIAs can offer clients diversification and downside protection. Read More > |
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