NewEdge Advisors Onboards Seven New Teams in Q3 Oct 24, 2022 The RIA platform is on track to set a record after adding 17 teams and more than $3.5 billion in first three quarters of 2022. VettaFi Buys Advisor Perspectives Oct 21, 2022 The acquisition of the financial services publisher increases VettaFi’s reach by as much as 300%, says CMO Jon Fee. Wealth Enhancement Group Partners With CAIS to Expand Alts Access Oct 13, 2022 The partnership gives WEG's 360 advisors access to a customized version of the CAIS alternative investments platform. Journey Strategic Wealth Recruits 3 Teams, $210M in Assets Oct 12, 2022 The new teams come from Private Advisor Group, Raymond James and New York Life subsidiary Eagle Strategies. Moneta Opens Chicago Office Oct 11, 2022 The St. Louis–based firm launches its fourth location in four years. $2.9B Advisor Team Leaves Baird for Raymond James & Associates Oct 11, 2022 Seventeen-member team departs Robert W. Baird & Co. to take advantage of Raymond James' employee advisor platform. Mercer Advisors Acquires $370M The Asset Advisory Group Oct 05, 2022 Mercer's second acquisition announced this week brings in a Cincinnati-based firm with founders looking for a succession plan and more client services. Dynasty Brings Partner Firms Access to VC Funds Oct 05, 2022 The RIA services platform has partnered with Allocate to give advisors options for venture capital funds and co-investments. Wealth Enhancement Group Buys $370M Scroggins Wealth Management Oct 05, 2022 Eleventh acquisition of 2022 brings WEG’s total client assets to more than $57.7 billion. Savant Acquires Iowa-based World Trend Financial and Terry Lockridge & Dunn Oct 04, 2022 Savant Wealth Management adds $730 million in assets as CEO Brent Brodeski pursues five-year, five-fold growth plan. Load More first previous … 15 16 17 18 19 20 21 22 23 … next last Load More
VettaFi Buys Advisor Perspectives Oct 21, 2022 The acquisition of the financial services publisher increases VettaFi’s reach by as much as 300%, says CMO Jon Fee.
Wealth Enhancement Group Partners With CAIS to Expand Alts Access Oct 13, 2022 The partnership gives WEG's 360 advisors access to a customized version of the CAIS alternative investments platform. Journey Strategic Wealth Recruits 3 Teams, $210M in Assets Oct 12, 2022 The new teams come from Private Advisor Group, Raymond James and New York Life subsidiary Eagle Strategies. Moneta Opens Chicago Office Oct 11, 2022 The St. Louis–based firm launches its fourth location in four years. $2.9B Advisor Team Leaves Baird for Raymond James & Associates Oct 11, 2022 Seventeen-member team departs Robert W. Baird & Co. to take advantage of Raymond James' employee advisor platform. Mercer Advisors Acquires $370M The Asset Advisory Group Oct 05, 2022 Mercer's second acquisition announced this week brings in a Cincinnati-based firm with founders looking for a succession plan and more client services. Dynasty Brings Partner Firms Access to VC Funds Oct 05, 2022 The RIA services platform has partnered with Allocate to give advisors options for venture capital funds and co-investments. Wealth Enhancement Group Buys $370M Scroggins Wealth Management Oct 05, 2022 Eleventh acquisition of 2022 brings WEG’s total client assets to more than $57.7 billion. Savant Acquires Iowa-based World Trend Financial and Terry Lockridge & Dunn Oct 04, 2022 Savant Wealth Management adds $730 million in assets as CEO Brent Brodeski pursues five-year, five-fold growth plan. Load More first previous … 15 16 17 18 19 20 21 22 23 … next last Load More
Journey Strategic Wealth Recruits 3 Teams, $210M in Assets Oct 12, 2022 The new teams come from Private Advisor Group, Raymond James and New York Life subsidiary Eagle Strategies. Moneta Opens Chicago Office Oct 11, 2022 The St. Louis–based firm launches its fourth location in four years. $2.9B Advisor Team Leaves Baird for Raymond James & Associates Oct 11, 2022 Seventeen-member team departs Robert W. Baird & Co. to take advantage of Raymond James' employee advisor platform. Mercer Advisors Acquires $370M The Asset Advisory Group Oct 05, 2022 Mercer's second acquisition announced this week brings in a Cincinnati-based firm with founders looking for a succession plan and more client services. Dynasty Brings Partner Firms Access to VC Funds Oct 05, 2022 The RIA services platform has partnered with Allocate to give advisors options for venture capital funds and co-investments. Wealth Enhancement Group Buys $370M Scroggins Wealth Management Oct 05, 2022 Eleventh acquisition of 2022 brings WEG’s total client assets to more than $57.7 billion. Savant Acquires Iowa-based World Trend Financial and Terry Lockridge & Dunn Oct 04, 2022 Savant Wealth Management adds $730 million in assets as CEO Brent Brodeski pursues five-year, five-fold growth plan. Load More first previous … 15 16 17 18 19 20 21 22 23 … next last Load More
Moneta Opens Chicago Office Oct 11, 2022 The St. Louis–based firm launches its fourth location in four years. $2.9B Advisor Team Leaves Baird for Raymond James & Associates Oct 11, 2022 Seventeen-member team departs Robert W. Baird & Co. to take advantage of Raymond James' employee advisor platform. Mercer Advisors Acquires $370M The Asset Advisory Group Oct 05, 2022 Mercer's second acquisition announced this week brings in a Cincinnati-based firm with founders looking for a succession plan and more client services. Dynasty Brings Partner Firms Access to VC Funds Oct 05, 2022 The RIA services platform has partnered with Allocate to give advisors options for venture capital funds and co-investments. Wealth Enhancement Group Buys $370M Scroggins Wealth Management Oct 05, 2022 Eleventh acquisition of 2022 brings WEG’s total client assets to more than $57.7 billion. Savant Acquires Iowa-based World Trend Financial and Terry Lockridge & Dunn Oct 04, 2022 Savant Wealth Management adds $730 million in assets as CEO Brent Brodeski pursues five-year, five-fold growth plan. Load More first previous … 15 16 17 18 19 20 21 22 23 … next last Load More
$2.9B Advisor Team Leaves Baird for Raymond James & Associates Oct 11, 2022 Seventeen-member team departs Robert W. Baird & Co. to take advantage of Raymond James' employee advisor platform. Mercer Advisors Acquires $370M The Asset Advisory Group Oct 05, 2022 Mercer's second acquisition announced this week brings in a Cincinnati-based firm with founders looking for a succession plan and more client services. Dynasty Brings Partner Firms Access to VC Funds Oct 05, 2022 The RIA services platform has partnered with Allocate to give advisors options for venture capital funds and co-investments. Wealth Enhancement Group Buys $370M Scroggins Wealth Management Oct 05, 2022 Eleventh acquisition of 2022 brings WEG’s total client assets to more than $57.7 billion. Savant Acquires Iowa-based World Trend Financial and Terry Lockridge & Dunn Oct 04, 2022 Savant Wealth Management adds $730 million in assets as CEO Brent Brodeski pursues five-year, five-fold growth plan. Load More first previous … 15 16 17 18 19 20 21 22 23 … next last Load More
Mercer Advisors Acquires $370M The Asset Advisory Group Oct 05, 2022 Mercer's second acquisition announced this week brings in a Cincinnati-based firm with founders looking for a succession plan and more client services. Dynasty Brings Partner Firms Access to VC Funds Oct 05, 2022 The RIA services platform has partnered with Allocate to give advisors options for venture capital funds and co-investments. Wealth Enhancement Group Buys $370M Scroggins Wealth Management Oct 05, 2022 Eleventh acquisition of 2022 brings WEG’s total client assets to more than $57.7 billion. Savant Acquires Iowa-based World Trend Financial and Terry Lockridge & Dunn Oct 04, 2022 Savant Wealth Management adds $730 million in assets as CEO Brent Brodeski pursues five-year, five-fold growth plan. Load More first previous … 15 16 17 18 19 20 21 22 23 … next last Load More
Dynasty Brings Partner Firms Access to VC Funds Oct 05, 2022 The RIA services platform has partnered with Allocate to give advisors options for venture capital funds and co-investments. Wealth Enhancement Group Buys $370M Scroggins Wealth Management Oct 05, 2022 Eleventh acquisition of 2022 brings WEG’s total client assets to more than $57.7 billion. Savant Acquires Iowa-based World Trend Financial and Terry Lockridge & Dunn Oct 04, 2022 Savant Wealth Management adds $730 million in assets as CEO Brent Brodeski pursues five-year, five-fold growth plan. Load More first previous … 15 16 17 18 19 20 21 22 23 … next last Load More
Wealth Enhancement Group Buys $370M Scroggins Wealth Management Oct 05, 2022 Eleventh acquisition of 2022 brings WEG’s total client assets to more than $57.7 billion. Savant Acquires Iowa-based World Trend Financial and Terry Lockridge & Dunn Oct 04, 2022 Savant Wealth Management adds $730 million in assets as CEO Brent Brodeski pursues five-year, five-fold growth plan. Load More first previous … 15 16 17 18 19 20 21 22 23 … next last Load More
Savant Acquires Iowa-based World Trend Financial and Terry Lockridge & Dunn Oct 04, 2022 Savant Wealth Management adds $730 million in assets as CEO Brent Brodeski pursues five-year, five-fold growth plan. Load More first previous … 15 16 17 18 19 20 21 22 23 … next last Load More
