Industry

Eleventh acquisition of 2022 brings WEG’s total client assets to more than $57.7 billion.

Edelman expands advisor network in Northern California market as firm 'selectively' accelerates inorganic growth.

With Florida acquisition, MAI Capital Management breaks into the retirement plan space, part of strategy to more than triple AUM over next four years; the firm also announced addition of Florida-based $140M AUM advisor.

Savant Wealth Management adds $730 million in assets as CEO Brent Brodeski pursues five-year, five-fold growth plan.

Latest acquisition follows a $4 million technology overhaul bringing client data in-house. It adds two new offices and establishes Merit’s presence in the greater Seattle area.

Mercer's California-based addition adds to a string of 14 deals so far this year for the $38 billion AUM RIA.

The models are part of Kestra’s efforts to bring investment services to advisors across the firm’s business channels, executives say.

Great American Life, which provides fixed indexed and registered index-linked annuities to some 50,000 retail advisors, is relinquishing the name back to its former parent and rebranding to MassMutual Ascend.

Warburg Pincus will remain majority owner of the recapitalized Kestra Holdings.