The newly established River's Edge Wealth Partners, with about $500 million in client assets, is led by advisors joining LPL from Wells Fargo.

CAPTRUST boosted its already large retirement plan business with the addition of RIA Plante Moran Financial Advisors' retirement practice, a team boasting $6.27 billion in assets under advisement.

The five-employee, multigenerational, family-run advisory firm serves investors in Alabama.

The addition of The Parker Group, which joins Baird from Morgan Stanley, marks the 11th private wealth management office in the state for the wealth management firm.

We’re betting that the folks here will, in their own ways, have some outsize influence on the industry in the years ahead.

Should Joe Biden win the president election, Caroline Crenshaw will likely have an expanded opportunity to help guide the agency’s priorities.

The 34-year-old is an investment strategist at Adasina Social Capital, a new initiative from Robasciotti & Philipson that seeks to make its custom social justice index and other investment strategies more accessible to the general public. 

Carter Malloy wants to create a new asset class via a platform where clients can buy and sell slices of farmland as easily as they can shares of Deere & Company.