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RIA
Merit Buys $542M AUM Viren & AssociatesMerit Buys $542M AUM Viren & Associates

Previously affiliated with Mariner’s independent advisor platform, the Washington state firm brings 401(k), estate planning and insurance talent to Merit.

byAli Hibbs, Reporter
Mar 13, 2024
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1 Min Read
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Recruiting
Five Key Advisor Recruiting, Transition TrendsFive Key Advisor Recruiting, Transition Trends
byJason Diamond
Mar 12, 2024
1 Min Read
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RIA
RIA Roundup: A Dozen Deals Bring Waverly to More Than $10BRIA Roundup: A Dozen Deals Bring Waverly to More Than $10B
byAli Hibbs
Mar 8, 2024
1 Min Read
Expressive Wealth CEO Vanessa Martinez, CCO Lauren Genuardi RIA News
RIA
Three Female Advisors Launch Chicago RIA Focused on Inclusivity and CommunicationThree Female Advisors Launch Chicago RIA Focused on Inclusivity and Communication
byAli Hibbs
Mar 8, 2024
1 Min Read
Mesirow Wealth Management CEO Brian Price RIA news
RIA
Mesirow Names Brian Price to Lead Wealth Management BusinessMesirow Names Brian Price to Lead Wealth Management Business
byAli Hibbs
Mar 6, 2024
1 Min Read
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Business Planning
Organic Growth Strategy Can Be the Ultimate Hedge for RIAsOrganic Growth Strategy Can Be the Ultimate Hedge for RIAs
byDaniel Gilmartin
Mar 6, 2024
1 Min Read
Michelle Cannan Modern Wealth RIA News
RIA
Modern Wealth Launches Retirement Plan Business with $1.2B Acquisition
Modern Wealth Launches Retirement Plan Business with $1.2B Acquisition
Mar 6, 2024
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1 Min Read
byAli Hibbs, Reporter
MAI Capital Management''s office.
RIA
RIA Roundup: MAI, Beacon Pointe & Perigon Wealth Make Acquisitions
RIA Roundup: MAI, Beacon Pointe & Perigon Wealth Make Acquisitions
Mar 5, 2024
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1 Min Read
byAli Hibbs, Reporter
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RIA Edge
RIA Edge 100: Growth by Design, Not by Default
RIA Edge 100: Growth by Design, Not by Default
Feb 29, 2024
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1 Min Read
byWealthManagement.com Staff
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Business Planning
RIAs Aren’t Growing, and It’s a Problem We Need to Fix
RIAs Aren’t Growing, and It’s a Problem We Need to Fix
Feb 29, 2024
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1 Min Read
byRobb Baldwin, Founder, President and CEO
Diamond for Financial Advisors podcast Brett Bernstein
Career Moves
Diamond Podcast for Financial Advisors: Ex-Merrill Advisor on Going from Practice to Firm to $4B Enterprise
Diamond Podcast for Financial Advisors: Ex-Merrill Advisor on Going from Practice to Firm to $4B Enterprise
Feb 29, 2024
byMindy Diamond, Columnist: Career Moves
ria edge podcast Rob Madore Marshberry
RIA Edge
RIA Edge Podcast: Adding Client Services Doesn't Always Add Value
RIA Edge Podcast: Adding Client Services Doesn't Always Add Value
Feb 29, 2024
byDavid Armstrong, Executive Director, Content and User Engagement at WealthManagement.com
Rossby Andrew J. Evans RIA news
RIA
Subscription-Based RIA Rossby Adds Three Advisors From Cambridge
Subscription-Based RIA Rossby Adds Three Advisors From Cambridge
Feb 27, 2024
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1 Min Read
byAli Hibbs, Reporter
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Sponsored Content
How Advisory Firms View Growth: Perceptions vs. Reality
How Advisory Firms View Growth: Perceptions vs. Reality
Feb 27, 2024
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1 Min Read
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RIA
Corient Obtains A- Credit Rating
Corient Obtains A- Credit Rating
Feb 23, 2024
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1 Min Read
byAli Hibbs, Reporter
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RIA
RIA Roundup: Meketa Capital Gets Family Office Investment, New Board Members
RIA Roundup: Meketa Capital Gets Family Office Investment, New Board Members
Feb 23, 2024
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1 Min Read
byAli Hibbs, Reporter
Brian Andrew Merit Financial RIA model portfolio
ETFs
Merit Financial: Cost-Conscious and Intra-Asset Class Tactical
Merit Financial: Cost-Conscious and Intra-Asset Class Tactical
Feb 23, 2024
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1 Min Read
byDiana Britton, Managing Editor
Nick Kochanski What's in my wealthstack RIA
WealthTech
Crescent Grove Advisors: Sifting The Data Looking For Trends
Crescent Grove Advisors: Sifting The Data Looking For Trends
Feb 23, 2024
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1 Min Read
byRob Burgess, Technology Reporter
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RIA
San Diego Trio Creates Family Trust-Backed RIA
San Diego Trio Creates Family Trust-Backed RIA
Feb 21, 2024
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1 Min Read
byAli Hibbs, Reporter
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RIA
Snowden Lane Team Leaves to Launch Florida RIA
Snowden Lane Team Leaves to Launch Florida RIA
Feb 16, 2024
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1 Min Read
byAli Hibbs, Reporter
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RIA
RIA Roundup: Painter, Smith & Amberg Joins Prospera with $650M
RIA Roundup: Painter, Smith & Amberg Joins Prospera with $650M
Feb 16, 2024
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1 Min Read
byAli Hibbs, Reporter
Greykasell Wealth Strategies founder David Eisenhauer RIA news
RIA
Former Northwestern Mutual Advisor Launches Indie RIA
Former Northwestern Mutual Advisor Launches Indie RIA
Feb 16, 2024
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1 Min Read
byAli Hibbs, Reporter
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Business Planning
Importance of Documented Processes in an Operations Manual
Importance of Documented Processes in an Operations Manual
Feb 15, 2024
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1 Min Read
byMatt Sonnen, COO
Diamond Podcast for Financial Advisors Bob Thorton Megan Whalen Summit Partners RIAs
Career Moves
The Diamond Podcast for Financial Advisors: Former First Republic Head Launches RIA with Backing from Summit Partners
The Diamond Podcast for Financial Advisors: Former First Republic Head Launches RIA with Backing from Summit Partners
Feb 15, 2024
byMindy Diamond, Columnist: Career Moves
Pathstone CEO Matt Fleissig and Crestone CEO/CIO Eric Kramer RIA news
RIA
Pathstone to Buy $3.65B Crestone Capital
Pathstone to Buy $3.65B Crestone Capital
Feb 15, 2024
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1 Min Read
byAli Hibbs, Reporter
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RIA
Q&A: Jamie Hopkins to Bring Tech-Savvy Trustee Services to RIAs
Q&A: Jamie Hopkins to Bring Tech-Savvy Trustee Services to RIAs
Feb 14, 2024
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1 Min Read
byAli Hibbs, Reporter
Perigon CEO Art Ambarik RIA news
RIA
Perigon Buys $425M Prudeo Partners
Perigon Buys $425M Prudeo Partners
Feb 14, 2024
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1 Min Read
byAli Hibbs, Reporter
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RIA
Alex Goss: NewEdge Capital To ‘Ramp Up’ M&A
Alex Goss: NewEdge Capital To ‘Ramp Up’ M&A
Feb 12, 2024
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1 Min Read
byAli Hibbs, Reporter
Christopher Poch RIA news Promethium Advisors
RIA
Former Morgan Stanley Advisor Launches RIA With Tru Independence
Former Morgan Stanley Advisor Launches RIA With Tru Independence
Feb 12, 2024
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1 Min Read
byAli Hibbs, Reporter
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RIA Edge
Stifel Independent Advisors Adds Teams from Wells Fargo, LPL Financial
Stifel Independent Advisors Adds Teams from Wells Fargo, LPL Financial
Feb 12, 2024
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1 Min Read
byAli Hibbs, Reporter
NewEdge Advisors RIA news
RIA
RIA Roundup: NewEdge Advisors, NewEdge Wealth Add Teams in Connecticut, Atlanta
RIA Roundup: NewEdge Advisors, NewEdge Wealth Add Teams in Connecticut, Atlanta
Feb 9, 2024
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1 Min Read
byAli Hibbs, Reporter
Diamond Podcast for advisors Barry Mitchell
Career Moves
The Diamond Podcast for Financial Advisors: An $850M UBS Breakaway Story
The Diamond Podcast for Financial Advisors: An $850M UBS Breakaway Story
Feb 8, 2024
byMindy Diamond, Columnist: Career Moves
Bruce Milam Miracle Mile Advisors RIA news
RIA
$5.6B Miracle Mile Picks Up 2 Firms With Combined $600M
$5.6B Miracle Mile Picks Up 2 Firms With Combined $600M
Feb 8, 2024
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1 Min Read
byAli Hibbs, Reporter
RIA Edge Podcast Mike LaMena Wealthspire
RIA Edge
RIA Edge Podcast: Wealthspire’s Mike LaMena on Building a Firm Clients 'Will Never Outgrow'
RIA Edge Podcast: Wealthspire’s Mike LaMena on Building a Firm Clients 'Will Never Outgrow'
Feb 6, 2024
byDavid Armstrong, Executive Director, Content and User Engagement at WealthManagement.com
Garrett, Perkins & Horton Advisory Partners team Summit Financial RIA news
RIA
Summit Financial Hits $10B in Assets With 2 Acquisitions
Summit Financial Hits $10B in Assets With 2 Acquisitions
Feb 5, 2024
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1 Min Read
byAli Hibbs, Reporter

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