Nepsis Enters Expansion Phase with CPA Purchase

Nov 28, 2023

The acquisition of Sevenich, Butler, Gerlach & Brazil is the first in an M&A strategy focused on accounting firms and relationship managers.

Commonwealth Lures $3B San Diego Team From Lincoln Investment

Nov 28, 2023

With a niche focus on Taft-Hartley retirement plan sponsors, Mammini Company left Lincoln Investment to support an ambitious growth plan.

Cetera Closes on Avantax Acquisition

Nov 27, 2023

The deal takes Avantax private, and the tax-focused firm will operate as a separate division within Cetera.

RIA Edge 100 Roundup: Unlocking Growth Through Career Paths, Equity and Succession

Nov 27, 2023

Growth isn’t just a goal, it’s a roadmap.

Wolfsen’s Roadmap for Orion

Nov 22, 2023

Integrations, analytics and measured innovation are the guidelines the former AssetMark CEO will follow in stitching together the firm’s bundle of businesses into a unified wealthstack.

RIA Roundup: AmeriFlex Group Adds 2 Teams, $500M AUM

Nov 22, 2023

Ahead of Thanksgiving, Osaic-affiliated AmeriFlex added two teams in four states and Steward Partners moved into Georgia.

Avantax Shareholders Approve Sale to Cetera

Nov 22, 2023

Avantax CEO Chris Walters is expected to depart following the deal’s closing.

RIA Edge Podcast: Insights with Lisa Salvi on Unlocking Growth and Talent Acquisition

Nov 22, 2023

Schwab's Lisa Salvi shares how successful firms leverage a comprehensive approach to long-term success.

401(k) Real Talk Episode 86: November 22, 2023

Nov 22, 2023

Open, honest and candid discussion about cyber hacks, the new DOL fiduciary rule, Envestnet's partnership with Empower, AI and more.

Republic Capital Group Named ‘Boutique Investment Banking Firm of Year'

Nov 21, 2023

On the heels of its move to NYC, RCG won awards for ‘deal of the year’ and ‘firm of the year’ from The M&A Advisor.