Sponsored By

Asia Martin

Reporter, Wealthmanagement.com

Latest from Asia Martin

Rick Buoncore and John Hahn
Artificial Intelligence
Galway Holdings Takes Majority Stake in MAI Capital ManagementGalway Holdings Takes Majority Stake in MAI Capital Management
byAsia Martin
Aug 17, 2021
2 Min Read
rockefeller-center-atlas.jpg
High Net Worth
Three Firms Merge for HNW Advisory With Global ReachThree Firms Merge for HNW Advisory With Global Reach
byAsia Martin
Aug 16, 2021
2 Min Read

All from Asia Martin

handshake-blurred.jpg
Financial Planning
This Week in Wealth Management Deals 2021-08-13
This Week in Wealth Management Deals
Aug 13, 2021
|
2 Min Read
byAsia Martin, Reporter
Wealth Enhancement Group
Real Estate
WEG to Acquire $1.1B Investor Solutions
WEG to Acquire $1.1B Investor Solutions
Aug 12, 2021
|
1 Min Read
byAsia Martin, Reporter
LPL Financial
Industry News & Trends
Oppenheimer & Co. Advisors Go Indie With LPL's Breakaway Affiliation Model
Oppenheimer & Co. Advisors Go Indie With LPL's Breakaway Affiliation Model
Aug 12, 2021
|
2 Min Read
byAsia Martin, Reporter
Marty Bicknell Mariner Wealth Advisors
RIA
Mariner Acquires $500M RIA Commonwealth Advisory Group
Mariner Acquires $500M RIA Commonwealth Advisory Group
Aug 11, 2021
|
2 Min Read
byAsia Martin, Reporter
CI Financial
RIA
CI Financial Acquires $3.4B RIA Budros, Ruhlin & Roe
CI Financial Acquires $3.4B RIA Budros, Ruhlin & Roe
Aug 10, 2021
|
2 Min Read
byAsia Martin, Reporter
LPL Financial sign
RIA
Missouri Advisor and Former Mayor Leaves Wells Fargo FiNet for LPL
Missouri Advisor and Former Mayor Leaves Wells Fargo FiNet for LPL
Aug 9, 2021
|
1 Min Read
byAsia Martin, Reporter
shaking-hands-social-network.jpg
Financial Planning
This Week in Wealth Management Deals 2021-08-06
This Week in Wealth Management Deals
Aug 6, 2021
|
2 Min Read
byAsia Martin, Reporter
Jeff Dekko
M&A
Wealth Enhancement Group's Latest Acquisition Pushes AUM to $39B
Wealth Enhancement Group's Latest Acquisition Pushes AUM to $39B
Aug 5, 2021
|
2 Min Read
byAsia Martin, Reporter
securities america
RIA
Securities America Snaps Up Two New Advisors
Securities America Snaps Up Two New Advisors
Aug 5, 2021
|
2 Min Read
byAsia Martin, Reporter
bob-oros-2019-headshot.jpg
Investment
Q&A: Hightower's Bob Oros on Surpassing $100B in AUM
Q&A: Hightower's Bob Oros on Surpassing $100B in AUM
Aug 3, 2021
|
5 Min Read
byAsia Martin, Reporter
Avantax Wealth Management
RIA
Avantax's In-House RIA to Acquire $1.1B Firm
Avantax's In-House RIA to Acquire $1.1B Firm
Aug 2, 2021
|
1 Min Read
byAsia Martin, Reporter
This Week in Wealth Management Deals
RIA
This Week in Wealth Management Deals 2021-07-30
This Week in Wealth Management Deals
Jul 30, 2021
|
2 Min Read
byAsia Martin, Reporter
LPL Financial
Industry News & Trends
LPL’s Earnings and Advisor Count Jump Amid Latest Deals
LPL’s Earnings and Advisor Count Jump Amid Latest Deals
Jul 30, 2021
|
2 Min Read
byAsia Martin, Reporter
channel-islands-group.jpeg
RIA
Mariner to Buy $277M RIA Channel Islands Group
Mariner to Buy $277M RIA Channel Islands Group
Jul 28, 2021
|
1 Min Read
byAsia Martin, Reporter
computer-video-screen.jpg
RIA Edge
Schwab: Pandemic Fueled RIA Growth
Schwab: Pandemic Fueled RIA Growth
Jul 28, 2021
|
3 Min Read
byAsia Martin, Reporter
Michael Farr
RIA
Hightower Buys Farr, Miller & Washington
Hightower Buys Farr, Miller & Washington
Jul 27, 2021
|
1 Min Read
byAsia Martin, Reporter
bad deals
Industry News & Trends
This Week in Wealth Management Deals 2021-07-23
This Week in Wealth Management Deals
Jul 23, 2021
|
3 Min Read
byAsia Martin, Reporter
Emigrant
Industry News & Trends
Emigrant Strikes Again, Invests in $13B AUM Firm
Emigrant Strikes Again, Invests in $13B AUM Firm
Jul 22, 2021
|
1 Min Read
byAsia Martin, Reporter
LPL Financial
Industry News & Trends
West End Advisory Group Joins LPL Financial
West End Advisory Group Joins LPL Financial
Jul 22, 2021
|
1 Min Read
byAsia Martin, Reporter
Emigrant
Industry News & Trends
Verdence Capital Advisors Sells Minority Stake to Emigrant
Verdence Capital Advisors Sells Minority Stake to Emigrant
Jul 21, 2021
|
2 Min Read
byAsia Martin, Reporter
Steve Lockshin
Industry News & Trends
Mariner Wealth Buys Steve Lockshin's AdvicePeriod
Mariner Wealth Buys Steve Lockshin's AdvicePeriod
Jul 20, 2021
|
3 Min Read
byAsia Martin, Reporter
advisor on phone money
RIA
This Week in Wealth Management Deals 2021-07-16
This Week in Wealth Management Deals
Jul 16, 2021
|
3 Min Read
byAsia Martin, Reporter
bolivar currency Venezuela
Industry News & Trends
Insigneo Adds $800M Team From Wells Fargo
Insigneo Adds $800M Team From Wells Fargo
Jul 15, 2021
|
3 Min Read
byAsia Martin, Reporter
UBS sign
RIA
UBS Nabs $2B Tampa Team from Bernstein
UBS Nabs $2B Tampa Team from Bernstein
Jul 14, 2021
|
1 Min Read
byAsia Martin, Reporter
Bank of America Merrill Lynch
RIA
BofA Sheds Over 400 Advisors as AUM Grows
BofA Sheds Over 400 Advisors as AUM Grows
Jul 14, 2021
|
3 Min Read
byAsia Martin, Reporter
steward-partners-sign.jpg
RIA
Steward Partners Recruits $1B in AUM in Six Weeks
Steward Partners Recruits $1B in AUM in Six Weeks
Jul 13, 2021
|
2 Min Read
byAsia Martin, Reporter
LPL Financial sign
RIA
Honolulu-Based Pacstar Financial Group Moves to LPL
Honolulu-Based Pacstar Financial Group Moves to LPL
Jul 12, 2021
|
1 Min Read
byAsia Martin, Reporter
This Week in Wealth Management Deals
Industry News & Trends
This Week in Wealth Management Deals 2021-07-09
This Week in Wealth Management Deals
Jul 9, 2021
|
3 Min Read
byAsia Martin, Reporter
HUB International to Acquire $4.6B Trusted Capital Group
Industry News & Trends
HUB International to Acquire $4.6B Trusted Capital Group
HUB International to Acquire $4.6B Trusted Capital Group
Jul 8, 2021
|
1 Min Read
byAsia Martin, Reporter
captrust
Industry News & Trends
Captrust Acquires $2.1B South Carolina RIA
Captrust Acquires $2.1B South Carolina RIA
Jul 8, 2021
|
2 Min Read
byAsia Martin, Reporter
kickstand.jpg
Industry News & Trends
Merrill Team Jumps Ship for TruClarity-Backed Independence
Merrill Team Jumps Ship for TruClarity-Backed Independence
Jul 7, 2021
|
1 Min Read
byAsia Martin, Reporter
Kristen-Kimmell.jpg
Recruiting
Advisor Group Nabs Kristen Kimmell From RBC to Lead Recruiting
Advisor Group Nabs Kristen Kimmell From RBC to Lead Recruiting
Jul 7, 2021
|
2 Min Read
byAsia Martin, Reporter
dollar-sign-clouds-floating-men.jpg
Financial Planning
This Week in Wealth Management Deals 2021-07-02
This Week in Wealth Management Deals
Jul 2, 2021
|
2 Min Read
byAsia Martin, Reporter

Latest news

empty office chairs
Industry News & Trends
McKinsey Estimates Advisor Shortage of 100,000 by 2034
McKinsey Estimates Advisor Shortage of 100,000 by 2034

Feb 11, 2025

stock market model portfolios
Investing Strategies
Morningstar: Advisor Use of Custom Model Portfolios Rises
Advisor Use of Custom Model Portfolios Rises

Feb 11, 2025

dollars graph Private equity RIAs
RIA
Fidelity: PE Fueled Record 89% of RIA Deals in 2024
Fidelity: PE Fuels Record 89% of RIA Deals

Feb 11, 2025

Sign Up for Newsletters
Sign up to receive the latest insights, trends, and analysis.
CE Webinars
View more
Apr 1 - Apr 2, 2025
Learn from top leaders tackling growth, pay, and personnel challenges daily.
Learn More

Trusts & Estates Magazine

Trusts Estates February 2025
Read More

Latest Digital Edition

Trusts & Estates: February 2025 Digital Edition

Feature on Ultra-High-Net-Worth Families & Family Offices