RIA Edge

SignalPoint Asset Management represents Farther’s largest partnership to date.

Corient will strengthen its family office platform by acquiring Geller & Company.

San Diego-headquartered RetirementDNA was looking to grow its presence in the private wealth space.

Mariner has acquired Cincinnati, Ohio-based Cassady Schiller Wealth, Englewood, Colo.-based Jenkins Wealth and Marlborough, Mass.-based Triton Financial Group.

Concentric Wealth Management represents MAI’s second West Coast acquisition in 2024.

Debbie Taylor, who runs the 10-person Taylor Financial in Franklin Lakes, N.J., will lead Carson's new tax strategy.

As a result of the changes, The Colony Group and Buckingham names will go away.