News

The Florida-based boutique financial services division of Spearhead will become The Bostwick Walters Group within Rockefeller Global Family Office.

Caitlin Cook, head of community and vice president of operations at Onramp Academy, has joined Hxro Labs. Onramp CMO Nyle Bayer has also jumped ship.

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.