RIA Roundup: Carson Wealth Adds Locations in Georgia, Montana

Nov 17, 2023

It was another busy week for M&A in the RIA space, with no less than 10 firms announcing deals, representing close to $8 billion in transacted assets.

Osaic Consolidation Drives Record Recruiting

Nov 17, 2023

Executives say Osaic's new name and consolidation drove a 240% increase in its recruited assets in the third quarter over a year ago.

Maya Joelson Joins Savvy Advisors from Perigon Wealth Management

Nov 17, 2023

Joining as a founding managing partner and global investment strategist, Joelson brings an impressive resume to the nascent, tech-centric advisory platform.

Ketoret Capital Leaves Sanctuary for Focus Financial Partner, Telemus Capital

Nov 17, 2023

Telemus adds Chicago-based Ketoret Capital, which focuses on serving widows, divorcees and members of the Jewish diaspora.

WealthStack Roundup: Farther Reaches $1.6B In AUM

Nov 17, 2023

Also, Wealthfront grew client assets, Income Lab selects BridgeFT, Summit adds LifeYield, and AdvicePay surpasses a million transactions.

Wealth Enhancement Group Closes on Two NY Acquisitions

Nov 16, 2023

The latest deals add $389 million in assets and two upstate New York offices.

Helios Rolls Out Scheduling Features For Its Model Rebalancing

Nov 16, 2023

Advisors will now have more flexibility in scheduling rebalances of their chosen models.

Steward Partners Launches New Division with $3B AUM Acquisition

Nov 16, 2023

Steward is getting into the M&A game for real, establishing an 'owned business’ division with Freedom Street Partners.

Mindy Diamond on Independence: Two Perspectives on Private Equity and RIAs

Nov 16, 2023

Mark Copeland, founder of Signature Estate & Investment Advisors, and Ben Prigal, vice president of Reverence Capital Partners, discuss the value of partnership between private equity and RIAs.

Edelman Financial Engines Picks Up PRW Wealth Management

Nov 16, 2023

Now at $245 billion in AUM, Edelman expects to increase M&A momentum in 2024.