JULY 7, 2022

RIA NEWS

WA Asset Management Acquires BT Wealth Management, Plans Makeover

Ali Hibbs

BT, a $1 billion AUM Atlanta RIA, joins WA Asset Management as the recently staked Southeastern firm prepares to rebrand.

FULL ARTICLE

RIA NEWS

Mercer Advisors Acquires Harrison & Company Wealth Management

WealthManagement.com Staff

Harrison & Company's Roanoke office will become Mercer’s third in Virginia.

FULL ARTICLE

RESOURCE CENTER

Building a Brand Identity: A Checklist for Breakaway Advisors

Sponsored by Commonwealth Financial Network

Learn how to build a reputable and referable breakaway brand with this checklist.

LEARN MORE

NEXT Podcast

The Wealth Management Firm of the Future: Lifeworks’ Ron Bullis

Mark Bruno

The CEO of Lifeworks Advisors details his firm's strategy, business model and ability to build technology that is aligned with the largest growth opportunities in wealth management.

Sponsored by BNY Mellon | Pershing

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ETFS

ETF Launches in June

Aniket Ullal, CFRA Research

Over 30 new ETFs came to the market in the past month.

FULL ARTICLE

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