In a turbulent economic landscape, advisors are prioritizing risk management and increasingly worried about client longevity, according to exclusive research from Wealth Management IQ.

Under the Gateway Growth Partnership, the OSJ will take a 15%-20% revenue stake in the advisor’s practice, in exchange for cash and equity in the firm's holding company.

Digital asset custody and trading services from Fidelity Digital Assets will be accessible within Wealthscape.

Geller moved into West Palm Beach, Waverly Advisors moved into Austin, and NewEdge Wealth moved into the Bay Area this week, as more than $10 billion in assets was transacted.

Also, contrary to popular belief that investment management has become commoditized, there was more demand for those services in 2022, while interest in financial planning dropped, according to a new study by the IAA and COMPLY.

StoneStreet is the latest addition to OneDigital’s growing institutional retirement and wealth management divisions.

Dooley launched the SPAC in 2021, with the goal of acquiring wealth management firms. It now plans to take Unifund, a consumer debt servicer, public in a $238 million deal.

John Froley has departed First Republic after 15 years to join the invite-only segment of NewEdge Capital Group.

A year into a new acquisition strategy, Carson has added up-market qualified plan capabilities and offices in the Pacific Northwest.