Bleakley Financial Group, which became Rise Growth’s first RIA investment last year, has also acquired two firms with about $1 billion in assets in the first quarter of 2025.
Merit’s Financial Advisors' second deal of 2025 is for Idaho-based Sanctuary Wealth Management and its affiliate that brings employee stock ownership plan services.
When advisor Mary Saylor gave birth to her daughter during her senior year at Penn State, it was an uphill battle to build a career in wealth management.
CIO Greg Warner says his evidence-based approach, borrowed from DFA and Avantis, may not be the sexiest, but it creates the highest probability of success.
Aneri Jambusaria considered the other side of the advisor shortage coin, RIAs discussed growth partly due to that demand, and M&A consultants noted the importance of differentiation to keep growing at Future Proof Citywide in Miami.
Exhibit A will feature pre-built, white-labeled decks covering market volatility, U.S. market performance, historical bull and bear markets and earnings trends.
As the $29 billion RIA continues to acquire and integrate firms, it hopes to connect advisors with common interests to drive a bigger philanthropic impact. Plus, it’s good for business.
Chris Miller’s work restructuring financial services teams at Schwab and AIG inspired him to launch EliteGate Wealth alongside a sister private equity startup.
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