The Fure Financial deal will mark Mercer's first foray into the Twin Cities.

Coldstream Wealth Management moves into the Alaska market with the addition of $170 million AUM LWM Wealth Management.

Speaking at the recent Wealth Management EDGE conference, the RIA deal-maker said the math points to a 15% market decline reducing a firm’s valuation by 46%—unless internal adjustments can be made.

Hub Retirement and Wealth Advisory Services adds $1.1 billion in AUM with latest acquisition in Indiana.

Walton, 77, emerged as an early front-runner in a crowded field of contenders vying for the team.

In a discussion during last week’s WealthManagement EDGE conference, Chequers Financial Management founder Megan Gorman and Facet Wealth co-founder Brent Weiss discussed tech, fee clarity and subscription vs. AUM.

Three RIA leaders recently discussed the challenges—and opportunities—of running an advisory firm at the RIA EDGE conference.