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Peter Nesvold SignatureFD
RIA
SignatureFD Adds M&A Vet Peter Nesvold to BoardSignatureFD Adds M&A Vet Nesvold to Board

CEO Heather Robertson Fortner brings on an M&A and investment specialist as she seeks to hit a $10 billion AUM target by year’s end.

byAlex Ortolani, Senior Reporter
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McKinsey Estimates Advisor Shortage of 100,000 by 2034McKinsey Estimates Advisor Shortage of 100,000 by 2034
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1 Min Read
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RIA Edge
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byDavid Armstrong
Feb 11, 2025
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Snappy Kraken Launches AI-backed RIA Enterprise HubSnappy Kraken Launches AI-Backed Enterprise Hub
byAlex Ortolani
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1 Min Read
Mariner Wealth Advisors CEO Marty Bicknell
RIA
Mariner to Add 250 Senior Wealth Advisors in Major Recruiting Push
Mariner Recruiting for 250 Senior Wealth Advisors
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1 Min Read
byAlex Ortolani, Senior Reporter
Linda Bready
RIA
FinTech Exec Launches M&A Consulting Business
FinTech Exec Launches M&A Consulting Business
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1 Min Read
byDiana Britton, Managing Editor
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Growth Strategies
Strategic Planning for RIAs: Setting a Foundation for Growth and Success
Strategic Planning for RIAs: Setting a Foundation for Growth and Success
Feb 6, 2025
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1 Min Read
byTerri Kallsen, Managing Partner, Rise Growth Partners
The Diamond Podcast for Financial Advisors Jason Diamond Mindy Diamond
Professional Development
The Diamond Podcast for Financial Advisors: What's on the Mind of Elite Advisors and Teams?
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byJeff Nash, CEO and co-founder, Bridgemark Strategies
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11 Slides
byDiana Britton, Managing Editor
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Cambridge's BridgePort Closed 2024 with Double Deal Totaling $400M
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byDiana Britton, Managing Editor
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1 Min Read
byCharles L. Ratner
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Diamond Podcast for Financial Advisors Mindy Diamond Bill Good Marketing
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byMindy Diamond, Columnist: Career Moves
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byJason Diamond, Vice President, Senior Consultant
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byDiana Britton, Managing Editor
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Robinhood's Steve Quirk (left) and TradePMR's Robb Baldwin at The MarketCounsel Summit.
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