Industry

A new Cerulli report lists integrated technology platforms and advisor succession planning among the top reasons RIAs find consolidators attractive.

Icon Wealth Partners, Edge Capital Partners, Seasons of Advice Wealth Management and One Charles Private Wealth have all filed to leave the pact this month.

Diversified Capital Management was previously with Cadaret Grant before Atria Wealth bought it and LPL acquired Atria.

Andrew Selu is the latest Edelman employee to move to Overland Park, Kan.-based Prime Capital. Several former Edelman advisors have sued to break non-solicitation contracts this year.

The acquisitions of Chapel & Collins and Waypoint Capital Advisors expand Mercer's footprints in the Denver and Minneapolis areas, respectively.

The deal for City Fiduciary Group is Allworth’s seventh this year and will boost the RIA’s presence in the region.

Creative Planning's purchase of the Lawrence-based RIA Edmonds Duncan comes several weeks after TPG Capital announced a minority investment into the Peter Mallouk-led RIA.

But Osaic acquired a Buffalo-based independent wealth manager with $180 million in managed client assets.

Exclusive interview with Hightower CEO Bob Oros and NEPC’s Managing Partner Mike Manning.