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The Mather Group Acquires Berman Investment Advisors

Oct 03, 2018

The Mather Group’s acquisition of $1 billion Berman Investment Advisors closed on Oct. 1.

Talking to Chuck About Schwab's $3.6 Trillion Edge on Fintechs

Oct 03, 2018

The 81-year-old discount-investing pioneer is taking on a new crop of rivals.

New Player in RIA Funding Challenges Live Oak

Oct 03, 2018

Succession Lending positions itself as an alternative to Live Oak Bank, the innovative lender that brought small business loans to collateral-light RIAs.

More Than Just Doing Good, ESG Investments Help Manage Volatility

Oct 03, 2018

Industry and academic studies show evidence that ESG strategies have better long-term, risk-adjusted returns, lower downside and improved volatility.

Stifel Unit Acquires $1.3 Billion RIA on the West Coast

Oct 02, 2018

The acquisition is part of Stifel’s effort to grow its asset and wealth management business.

Wells Fargo Group Managing $600 Million Starts RIA, Joins tru Independence

Oct 02, 2018

Correct Capital Wealth Management will focus on corporate 401(k)s and retirement planning.

Americans Prefer Humans over Robos for Financial Advice

Oct 01, 2018

Americans are relatively comfortable with automated investment advice, but the majority want a human to consult.

Michael Kitces on the Biggest Opportunities, Oversold Ideas in Advice

Oct 01, 2018

Recent innovations in advisor tech are filling large gaps in the financial services industry, says Michael Kitces, co-founder of XY Planning Network.

Focus Financial Acquires Loring Ward to Merge with Buckingham Strategic Wealth

Sep 28, 2018

Rudy Adolf said the company’s recent IPO enabled the deal to happen.

Finance Rebrands Itself in Appeal to Young Investors

Sep 28, 2018

Old money is losing out to new money—or is it?

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Industry

See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates. Get the latest stories direct to your inbox - subscribe to the Morning Memo.

See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
Get the latest stories direct to your inbox -
subscribe to the Morning Memo.