Sponsored By

RIA

Martine Lellis Mercer
RIA
Mercer Moves Chief Talent Officer to M&A RoleMercer Moves Chief Talent Officer to M&A Role

Martine Lellis, who joined Mercer as chief talent officer in 2020, will serve as principal of M&A partner development, supporting Dave Barton, who continues to lead M&A across the firm.

byDiana Britton, Managing Editor
May 14, 2024
|
1 Min Read
Brian Hamburger Tony Stich Marketcounsel
RIA
Anthony Stich Joins MarketCounselAnthony Stich Joins MarketCounsel
byDiana Britton
May 13, 2024
1 Min Read
Edelman Financial Engines
RIA
Edelman Adds $453M RIA in Pacific NorthwestEdelman Adds $453M RIA in Pacific Northwest
byDiana Britton
May 13, 2024
1 Min Read
kurt-macalpine-ci-financial.jpg
RIA Edge
CI Financial Expects to Pay Off What Is Still Owed on U.S. M&A Deals January 2025CI Financial Expects to Pay Off What Is Still Owed on U.S. M&A Deals January 2025
byPatrick Donachie
May 10, 2024
1 Min Read
Goldman Sachs building
RIA
Goldman Insists It Has No Plans to Launch an RIAGoldman Insists It Has No Plans to Launch an RIA
byElaine Misonzhnik
May 10, 2024
1 Min Read
michael-teidemann_0.jpg
RIA
AlTi Tiedemann Global Acquires $3B Multi-family Office EnvoiAlTi Tiedemann Global Acquires $3B Multi-family Office Envoi
byDavid Bodamer, Rob Burgess
May 10, 2024
1 Min Read
Integrated President Andree Mohr RIA news
RIA
Integrated Partners Promotes Andree Mohr to President
Integrated Partners Promotes Andree Mohr to President
May 9, 2024
|
1 Min Read
byDiana Britton, Managing Editor
New Hightower Head of Marketing Meghan McCartan
RIA
Hightower CMO Meghan McCartan Leaves
Hightower CMO Meghan McCartan Leaves
May 8, 2024
|
1 Min Read
byDiana Britton, Managing Editor
AdvicePay President Kelsey Lewis
RIA
AdvicePay Promotes Kelsey Lewis To President
AdvicePay Promotes Kelsey Lewis To President
May 8, 2024
|
1 Min Read
byRob Burgess, Technology Reporter
Hightower office logo
ETFs
Hightower Amasses $68M in Bitcoin ETF Stakes
Hightower Amasses $68M in Bitcoin ETF Stakes
May 7, 2024
|
1 Min Read
byDavid Bodamer, Executive Editor, Inestments
Thomas Hofstetter and Daniel Baron DayMark Dynasty Financial
Industry News & Trends
$585M Wells Fargo Team Jumps to DayMark Wealth Partners
$585M Wells Fargo Team Jumps to DayMark Wealth Partners
May 7, 2024
|
1 Min Read
byPatrick Donachie, Senior Reporter
Wealth Enhancement Group
RIA
WEG Acquires $809M The Retirement Group
WEG Acquires $809M The Retirement Group
May 7, 2024
|
1 Min Read
byDiana Britton, Managing Editor
Adam Birenbaum Buckingham Colony Group
RIA
Focus Financial Merges Buckingham Strategic Wealth With The Colony Group
Focus Financial Merges Buckingham Strategic Wealth With The Colony Group
May 6, 2024
|
1 Min Read
byRob Burgess, Technology Reporter
Goldman Sachs
Alternative Investments
Goldman Sachs Advisor Solutions Brings Alts Lending to RIAs
Goldman Sachs Advisor Solutions Brings Alts Lending to RIAs
May 6, 2024
|
1 Min Read
byDavid Bodamer, Executive Editor, Inestments
CI Financial
RIA
Moody’s Downgrades CI Financial’s Debt Ratings
Moody’s Downgrades CI Financial’s Debt Ratings
May 3, 2024
|
1 Min Read
byDiana Britton, Managing Editor
Rita Robbins Affiliated Advisors RIA news
RIA
Osaic Super OSJ Rolls Out Affiliation Model for Fee-Only RIAs
Osaic Super OSJ Rolls Out Affiliation Model for Fee-Only RIAs
May 2, 2024
|
1 Min Read
byWealthManagement.com Staff
FTC building non-compete clauses
Regulation & Compliance
FTC Non-Compete Ban Could Impact Wirehouses and Banks More Than RIAs
FTC Non-Compete Ban Could Impact Wirehouses and Banks More Than RIAs
May 1, 2024
|
1 Min Read
byPatrick Donachie, Senior Reporter
Private Advisor Group Office
RIA
Private Advisor Group Adds $90M Advisor From RFG
Private Advisor Group Adds $90M Advisor From RFG
May 1, 2024
|
1 Min Read
byDiana Britton, Managing Editor
Eton Advisors President Brian Hughes RIA news
RIA
$2B RIA Eton Advisors Brings on New President
$2B RIA Eton Advisors Brings on New President
May 1, 2024
|
1 Min Read
byDiana Britton, Managing Editor
ETF/Mutual fund dual-share class
ETFs
What Happens If Mutual Funds Can Also Trade as ETFs?
What Happens If Mutual Funds Can Also Trade as ETFs?
May 1, 2024
|
1 Min Read
byElaine Misonzhnik, Senior Editor, Investments
sanctuary-nyc-conference-room.png
RIA
Sanctuary Wealth Acquires Tru Independence
Sanctuary Wealth Acquires Tru Independence
May 1, 2024
|
1 Min Read
byDiana Britton, Managing Editor
The Money Advisor Group Founder Tim Money (left) and BIP Wealth CEO Bill Harris RIA news
RIA
BIP Wealth Acquires Georgia Firm, Tops $3.3B in AUM
BIP Wealth Acquires Georgia Firm, Tops $3.3B in AUM
Apr 30, 2024
|
1 Min Read
byPatrick Donachie, Senior Reporter
diversify-office-mountains.jpg
RIA
Diversify Advisor Network Launches Retirement Plan Advisory Services
Diversify Advisor Network Launches Retirement Plan Advisory Services
Apr 30, 2024
|
1 Min Read
byWealthManagement.com Staff
seia-redondobeach.jpeg
RIA
SEIA Announces Largest Deal Since Reverence Investment
SEIA Announces Largest Deal Since Reverence Investment
Apr 30, 2024
|
1 Min Read
byDiana Britton, Managing Editor
Focus Financial CEO Michael Nathason RIA news
RIA
Focus Financial Names Michael Nathanson CEO
Focus Financial Names Michael Nathanson CEO
Apr 30, 2024
|
1 Min Read
byWealthManagement.com Staff
mike-goss-fiducient.jpg
RIA
Fiducient Advisors President Mark Wetzel to Retire
Fiducient Advisors President Mark Wetzel to Retire
Apr 30, 2024
|
1 Min Read
byAli Hibbs, Reporter
bitcoin ETF investing RIA news
ETFs
Several RIAs Take Big Stakes in Bitcoin ETFs
Several RIAs Take Big Stakes in Bitcoin ETFs
Apr 25, 2024
|
1 Min Read
byElaine Misonzhnik, Senior Editor, Investments
Michael Molnar Cetera business development
RIA
Cetera Names Head of Corporate Development From Avantax
Cetera Names Head of Corporate Development From Avantax
Apr 25, 2024
|
1 Min Read
byAli Hibbs, Reporter
wealth-enhancement-group_0.jpg
RIA
Wealth Enhancement Group Scores $500M Hybrid From Raymond James
Wealth Enhancement Group Scores $500M Hybrid From Raymond James
Apr 25, 2024
|
1 Min Read
byAli Hibbs, Reporter
Carson Group building RIA news
RIA
Carson Group Adds CFO, Controller
Carson Group Adds CFO, Controller
Apr 24, 2024
|
1 Min Read
byAli Hibbs, Reporter
Concurrent co-founder Nate Lenz RIA news
RIA
Concurrent Shifts Into ‘Growth Mode’ with Four Industry Hires
Concurrent Shifts Into ‘Growth Mode’ with Four Industry Hires
Apr 24, 2024
|
1 Min Read
byAli Hibbs, Reporter
chase-crump.jpg
RIA
Former Pro Baseball Player Will Advise NFLers
Former Pro Baseball Player Will Advise NFLers
Apr 23, 2024
|
1 Min Read
byRob Burgess, Technology Reporter
dollar stock market economy Advisor Sentiment Index
Equities
Advisor Sentiment Index: Advisors Predict Further Gains in Equities
Advisor Sentiment Index: Advisors Predict Further Gains in Equities
Apr 22, 2024
|
1 Min Read
byWealthManagement.com Staff
carson-group-hq-2022-new.jpg
Industry News & Trends
Lawsuit: Ex-CMO Charges Carson Group With Turning Blind Eye to Sexual Assault
Lawsuit: Ex-CMO Charges Carson Group With Turning Blind Eye to Sexual Assault
Apr 22, 2024
|
1 Min Read
byPatrick Donachie, Senior Reporter
computer-lightbulb.jpg
RIA
Fidelity Introduces Organic Growth ‘Hub’
Fidelity Introduces Organic Growth ‘Hub’
Apr 22, 2024
|
1 Min Read
byAli Hibbs, Reporter

Latest news

Donald Trump and Elon Musk the Oval Office Social Security
Retirement
The Truth About Social Security and Dead People
The Truth About Social Security and Dead People

Feb 24, 2025

Berkshire Hathaway Warren Buffett
Financial Planning
Buffett Offers a Recipe for What Makes America Great
Buffett Offers a Recipe for What Makes America Great

Feb 24, 2025

Robinhood app crypto SEC
Regulation & Compliance
Robinhood Says SEC Closes Crypto Probe Without Enforcement
Robinhood Says SEC Closes Crypto Probe Without Enforcement

Feb 24, 2025

Sign Up for Newsletters
Sign up to receive the latest insights, trends, and analysis.
CE Webinars
View more
Apr 1 - Apr 3, 2025
Learn from top leaders tackling growth, pay, and personnel challenges daily.
Learn More

Trusts & Estates Magazine

Trusts Estates February 2025
Read More

Latest Digital Edition

Trusts & Estates: February 2025 Digital Edition

Feature on Ultra-High-Net-Worth Families & Family Offices