Industry

Coldstream Wealth Management moves into the Alaska market with the addition of $170 million AUM LWM Wealth Management.

Speaking at the recent Wealth Management EDGE conference, the RIA deal-maker said the math points to a 15% market decline reducing a firm’s valuation by 46%—unless internal adjustments can be made.

Hub Retirement and Wealth Advisory Services adds $1.1 billion in AUM with latest acquisition in Indiana.

In a discussion during last week’s WealthManagement EDGE conference, Chequers Financial Management founder Megan Gorman and Facet Wealth co-founder Brent Weiss discussed tech, fee clarity and subscription vs. AUM.

Three RIA leaders recently discussed the challenges—and opportunities—of running an advisory firm at the RIA EDGE conference.

Wealth Enhancement Group acquired Kings Point Capital Management, a New York and Tennessee-based independent RIA with $1.7 billion in client assets.

Sanctuary Wealth, which is majority owned by Italian asset manager Azimut Group, also recently signed an agreement with New York-based Kennedy Lewis Investment Management to secure $175 million of financing.

Creative Planning’s latest acquisition brings it to the Boston area, continues firm’s explosive growth.

The agency was criticized on social media over its educational ‘Investomania’ campaign meant to encourage caution.

David DeVoe discusses the whys and ways of RIA growth-by-design.