The combined firm could become a major player in providing managed security and cybersecurity services to independent RIAs.

Former Fieldpoint Private Managing Director Tom Hakala joins Snowden Lane’s NYC headquarters.

According to the second quarter earnings, revenue in the wealth management and BofA Private Bank businesses grew by 7% to $5.4 billion in the second quarter compared with a year ago.

Mesa Pointe Wealth in Midland, Texas, becomes seventh firm to join Sanctuary's RIA platform this year.

With its latest acquisition Alera bolsters its retirement plan services and expands its Southwest footprint.

The latest Echelon Partners RIA M&A report shows that transactions have slowed and deal sizes are smaller relative to the end of 2021, but 2022 is still on track to be another record-breaking year.

TIFN makes an international acquisition as iCapital goes to work in France and Italy.

However, the company's chief financial officer attributed the drop to “notable declines in deferred cash-based compensation plans,” saying that without that drain, the division would have seen a record quarter.