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Basis Points: Taxation Without Added Value

Dec 20, 2024

Cetera Names Todd Mackay President of Cetera Wealth Management

Dec 20, 2024

The Word on WealthTech for December 2024

Dec 19, 2024

Selling Founders Are Scared of What Their Clients Will Say

Dec 19, 2024

Orion Lands Deal to Acquire Summit Wealth

Dec 19, 2024

Featured

Scenes from the 10th Annual WealthManagement.com Industry Awards

Sep 09, 2024

Ten Best Books of 2024 for Financial Advisors

Dec 05, 2024

America’s 30 Safest and Wealthiest Retirement Towns

Nov 27, 2024

How Well Do You Remember 2019?

Jan 03, 2023

Highlights

WealthStack Roundup: Mariner To Use Catchlight To Accelerate Organic Growth

Dec 20, 2024

Plus, AI research from the CFA Institute on defined contribution plans and Interactive Brokers rolls out AI Commentary Generator.

2024 RIA M&A Activity Sets Deal Record

Dec 19, 2024

Also, the fourth quarter became the most active quarter in history, with 78 reported deals, according to DeVoe &...

Concurrent Snags OneDigital Exec to Lead Retirement Division

Dec 19, 2024

David Montgomery will support Concurrent’s retirement plan advisors and expand the firm’s resources in the space.

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Captrust Adds $1.97B in Double Deal

Dec 19, 2024

Captrust has acquired Virginia-based Campbell Wealth Management and St. Paul, Minn.-based TruNorth Wealth Partners.

Summit Stakes $1.3B North Carolina RIA

Dec 18, 2024

The deal with Gordon Asset Management is part of the RIA’s Summit Growth Partners initiative and represents its 18th strategic investment this year.

Cerity Acquires California Accounting Firm

Dec 17, 2024

The deal with Fishman Block + Diamond will expand Cerity’s tax advice service in the Los Angeles area.

Corient Makes a Splash with $7.9B Maine RIA Deal

Dec 17, 2024

H.M. Payson & Co., a 170-year-old firm with a trust company, will represent Corient's first Maine location.

Constellation Wealth Closes First Fund with $1B+ In Commitments

Dec 16, 2024

Since forming in late 2023, Constellation has made eight investments in firms, including one earlier this month in Cresset.

$47B RIA Clearstead Names New President and CEO

Dec 13, 2024

Bradley Knapp takes over for current CEO David C. Fulton, Jr., on Jan. 1, as part of a longstanding succession plan.

Aspirational Versus Strategic M&A

Dec 12, 2024

M&A is not for the faint of heart, said panelists at The MarketCounsel Summit.

Hightower Takes Stake in $800M Denver RIA

Dec 12, 2024

Chicago-based Hightower’s investment in Dechtman Wealth Management is the firm’s sixth this year and follows its majority stake in institutional consulting firm NEPC several months ago.

The Diamond Podcast for Financial Advisors: Growing a $1B Business to a $4B Enterprise

Dec 12, 2024

DayMark Wealth Partners' Mike Quin describes his experience leaving the wirehouse world at Wells Fargo and going independent.

MarketCounsel Hires Paul Lally as Head of Business Solutions

Dec 11, 2024

Lally, who announced the news from The MarketCounsel Summit stage, will be responsible for helping RIA clients meaningfully engage with the firm’s products and services.

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