RIA Roundup: Mission Wealth Names Five New Partners Jan 05, 2024 This week, the RIA industry saw at least 11 deals, some key people moves and one rebrand. Kitces Research: Advisor Wellbeing on the Decline Among Minorities, Next Gen Jan 05, 2024 Twenty percent of advisors are “struggling,” particularly minorities and younger industry participants, according to new Kitces research. Dakota Wealth Adds $600M in 2nd Deal This Week Jan 04, 2024 The acquisition of Minnesota-based Ledge Wealth brings Peter Raimondi’s 5-year-old firm to nearly $5 billion in assets. Savant Moves into Florida with $440M FirstWave Financial Jan 04, 2024 The deal with FirstWave represents Savant's 11th acquisition in the last year. Kestra Private Wealth Services Snags Edward Jones Advisor in Oklahoma Jan 04, 2024 Will Gungoll left Edward Jones to create Buffalo Capital, a name that honors his Native American heritage and community in Enid, Okla. New FPA President to Focus on Title Protection in 2024 Jan 04, 2024 In her new role as FPA president, advisor Claudia Cypher Kane will push for title protection for financial planners. Waverly Advisors Announces Largest Deal Yet Jan 03, 2024 The Birmingham, Ala.-based RIA acquired the investment advisory business of StrategIQ Financial Group, adding $1.5 billion in assets. Mercer Advisors Acquires $465M Colorado Firm Jan 03, 2024 Transitions Wealth Management serves approximately 400 clients and is based out of Denver. Fisher Investments Says It's Not for Sale Jan 03, 2024 “Fisher Investments is not being bought by Advent International, or anyone else — plain and simple.” Dakota Acquires $350M Massachusetts RIA Jan 02, 2024 The deal with C2C Wealth Management represents Dakota’s fourth transaction since June 1, and third office in Massachusetts. Load More first previous … 97 98 99 100 101 102 103 104 105 … next last Load More
Kitces Research: Advisor Wellbeing on the Decline Among Minorities, Next Gen Jan 05, 2024 Twenty percent of advisors are “struggling,” particularly minorities and younger industry participants, according to new Kitces research. Dakota Wealth Adds $600M in 2nd Deal This Week Jan 04, 2024 The acquisition of Minnesota-based Ledge Wealth brings Peter Raimondi’s 5-year-old firm to nearly $5 billion in assets. Savant Moves into Florida with $440M FirstWave Financial Jan 04, 2024 The deal with FirstWave represents Savant's 11th acquisition in the last year. Kestra Private Wealth Services Snags Edward Jones Advisor in Oklahoma Jan 04, 2024 Will Gungoll left Edward Jones to create Buffalo Capital, a name that honors his Native American heritage and community in Enid, Okla. New FPA President to Focus on Title Protection in 2024 Jan 04, 2024 In her new role as FPA president, advisor Claudia Cypher Kane will push for title protection for financial planners. Waverly Advisors Announces Largest Deal Yet Jan 03, 2024 The Birmingham, Ala.-based RIA acquired the investment advisory business of StrategIQ Financial Group, adding $1.5 billion in assets. Mercer Advisors Acquires $465M Colorado Firm Jan 03, 2024 Transitions Wealth Management serves approximately 400 clients and is based out of Denver. Fisher Investments Says It's Not for Sale Jan 03, 2024 “Fisher Investments is not being bought by Advent International, or anyone else — plain and simple.” Dakota Acquires $350M Massachusetts RIA Jan 02, 2024 The deal with C2C Wealth Management represents Dakota’s fourth transaction since June 1, and third office in Massachusetts. Load More first previous … 97 98 99 100 101 102 103 104 105 … next last Load More
Dakota Wealth Adds $600M in 2nd Deal This Week Jan 04, 2024 The acquisition of Minnesota-based Ledge Wealth brings Peter Raimondi’s 5-year-old firm to nearly $5 billion in assets. Savant Moves into Florida with $440M FirstWave Financial Jan 04, 2024 The deal with FirstWave represents Savant's 11th acquisition in the last year. Kestra Private Wealth Services Snags Edward Jones Advisor in Oklahoma Jan 04, 2024 Will Gungoll left Edward Jones to create Buffalo Capital, a name that honors his Native American heritage and community in Enid, Okla. New FPA President to Focus on Title Protection in 2024 Jan 04, 2024 In her new role as FPA president, advisor Claudia Cypher Kane will push for title protection for financial planners. Waverly Advisors Announces Largest Deal Yet Jan 03, 2024 The Birmingham, Ala.-based RIA acquired the investment advisory business of StrategIQ Financial Group, adding $1.5 billion in assets. Mercer Advisors Acquires $465M Colorado Firm Jan 03, 2024 Transitions Wealth Management serves approximately 400 clients and is based out of Denver. Fisher Investments Says It's Not for Sale Jan 03, 2024 “Fisher Investments is not being bought by Advent International, or anyone else — plain and simple.” Dakota Acquires $350M Massachusetts RIA Jan 02, 2024 The deal with C2C Wealth Management represents Dakota’s fourth transaction since June 1, and third office in Massachusetts. Load More first previous … 97 98 99 100 101 102 103 104 105 … next last Load More
Savant Moves into Florida with $440M FirstWave Financial Jan 04, 2024 The deal with FirstWave represents Savant's 11th acquisition in the last year. Kestra Private Wealth Services Snags Edward Jones Advisor in Oklahoma Jan 04, 2024 Will Gungoll left Edward Jones to create Buffalo Capital, a name that honors his Native American heritage and community in Enid, Okla. New FPA President to Focus on Title Protection in 2024 Jan 04, 2024 In her new role as FPA president, advisor Claudia Cypher Kane will push for title protection for financial planners. Waverly Advisors Announces Largest Deal Yet Jan 03, 2024 The Birmingham, Ala.-based RIA acquired the investment advisory business of StrategIQ Financial Group, adding $1.5 billion in assets. Mercer Advisors Acquires $465M Colorado Firm Jan 03, 2024 Transitions Wealth Management serves approximately 400 clients and is based out of Denver. Fisher Investments Says It's Not for Sale Jan 03, 2024 “Fisher Investments is not being bought by Advent International, or anyone else — plain and simple.” Dakota Acquires $350M Massachusetts RIA Jan 02, 2024 The deal with C2C Wealth Management represents Dakota’s fourth transaction since June 1, and third office in Massachusetts. Load More first previous … 97 98 99 100 101 102 103 104 105 … next last Load More
Kestra Private Wealth Services Snags Edward Jones Advisor in Oklahoma Jan 04, 2024 Will Gungoll left Edward Jones to create Buffalo Capital, a name that honors his Native American heritage and community in Enid, Okla. New FPA President to Focus on Title Protection in 2024 Jan 04, 2024 In her new role as FPA president, advisor Claudia Cypher Kane will push for title protection for financial planners. Waverly Advisors Announces Largest Deal Yet Jan 03, 2024 The Birmingham, Ala.-based RIA acquired the investment advisory business of StrategIQ Financial Group, adding $1.5 billion in assets. Mercer Advisors Acquires $465M Colorado Firm Jan 03, 2024 Transitions Wealth Management serves approximately 400 clients and is based out of Denver. Fisher Investments Says It's Not for Sale Jan 03, 2024 “Fisher Investments is not being bought by Advent International, or anyone else — plain and simple.” Dakota Acquires $350M Massachusetts RIA Jan 02, 2024 The deal with C2C Wealth Management represents Dakota’s fourth transaction since June 1, and third office in Massachusetts. Load More first previous … 97 98 99 100 101 102 103 104 105 … next last Load More
New FPA President to Focus on Title Protection in 2024 Jan 04, 2024 In her new role as FPA president, advisor Claudia Cypher Kane will push for title protection for financial planners. Waverly Advisors Announces Largest Deal Yet Jan 03, 2024 The Birmingham, Ala.-based RIA acquired the investment advisory business of StrategIQ Financial Group, adding $1.5 billion in assets. Mercer Advisors Acquires $465M Colorado Firm Jan 03, 2024 Transitions Wealth Management serves approximately 400 clients and is based out of Denver. Fisher Investments Says It's Not for Sale Jan 03, 2024 “Fisher Investments is not being bought by Advent International, or anyone else — plain and simple.” Dakota Acquires $350M Massachusetts RIA Jan 02, 2024 The deal with C2C Wealth Management represents Dakota’s fourth transaction since June 1, and third office in Massachusetts. Load More first previous … 97 98 99 100 101 102 103 104 105 … next last Load More
Waverly Advisors Announces Largest Deal Yet Jan 03, 2024 The Birmingham, Ala.-based RIA acquired the investment advisory business of StrategIQ Financial Group, adding $1.5 billion in assets. Mercer Advisors Acquires $465M Colorado Firm Jan 03, 2024 Transitions Wealth Management serves approximately 400 clients and is based out of Denver. Fisher Investments Says It's Not for Sale Jan 03, 2024 “Fisher Investments is not being bought by Advent International, or anyone else — plain and simple.” Dakota Acquires $350M Massachusetts RIA Jan 02, 2024 The deal with C2C Wealth Management represents Dakota’s fourth transaction since June 1, and third office in Massachusetts. Load More first previous … 97 98 99 100 101 102 103 104 105 … next last Load More
Mercer Advisors Acquires $465M Colorado Firm Jan 03, 2024 Transitions Wealth Management serves approximately 400 clients and is based out of Denver. Fisher Investments Says It's Not for Sale Jan 03, 2024 “Fisher Investments is not being bought by Advent International, or anyone else — plain and simple.” Dakota Acquires $350M Massachusetts RIA Jan 02, 2024 The deal with C2C Wealth Management represents Dakota’s fourth transaction since June 1, and third office in Massachusetts. Load More first previous … 97 98 99 100 101 102 103 104 105 … next last Load More
Fisher Investments Says It's Not for Sale Jan 03, 2024 “Fisher Investments is not being bought by Advent International, or anyone else — plain and simple.” Dakota Acquires $350M Massachusetts RIA Jan 02, 2024 The deal with C2C Wealth Management represents Dakota’s fourth transaction since June 1, and third office in Massachusetts. Load More first previous … 97 98 99 100 101 102 103 104 105 … next last Load More
Dakota Acquires $350M Massachusetts RIA Jan 02, 2024 The deal with C2C Wealth Management represents Dakota’s fourth transaction since June 1, and third office in Massachusetts. Load More first previous … 97 98 99 100 101 102 103 104 105 … next last Load More
