The acquisition of the three East Coast-based firms will push F.L.Putnam’s assets under advisement above $10 billion, and its AUM will reach about $7.9 billion.

Your ability to communicate your mission, vision and values builds credibility, trust, and, most importantly, an identity in the increasingly crowded RIA space.

The landscape remains fundamentally healthy, with dealmaking still happening at a healthy clip, both in terms of size and volume.

The TAMP previously raised funding from Kayne Anderson Growth Capital and J.P. Morgan Asset Management, who also participated in the latest round.

Brad Morgan joins from Mariner Wealth Advisors, which is suing him and the tech-focused RIA for poaching books of business.

Bradford Smithy and Robert Tamarkin are joining the venture launched by former Sanctuary Wealth CEO Jim Dickson, which aims to help smaller RIAs grow.

Robert A. Stanger & Co. raised its forecast for the year after strong inflows during the first half of 2024.

Investment Advisors Financial Group sought more autonomy, which led them to the IBD. It’s the latest team to leave Osaic after the firm’s rebranding from Advisor Group.