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Andrew Page Homrich Berg RIA news
RIA
Homrich Berg Hires Former Focus Dealmaker to Head M&AHomrich Berg Hires Former Focus Dealmaker to Head M&A

Andrew Page is stepping into the second new role Homrich Berg has announced this month to support strategic growth.

byAli Hibbs, Reporter
Apr 22, 2024
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1 Min Read
Manhattan Beach California Ritholtz Wealth Management RIA news
RIA
Ritholtz Wealth Management Opens Los Angeles OfficeRitholtz Wealth Management Opens Los Angeles Office
byRob Burgess
Apr 22, 2024
1 Min Read
EQT AB private equity
RIA
EQT Hires Peter Aliprantis to Lead Americas Private Wealth ArmEQT Hires Peter Aliprantis to Lead Americas Private Wealth Arm
byRyan Gould
Apr 22, 2024
1 Min Read
blue-arrows-rising-investing.jpg
RIA
Echelon Reports Second Busiest Q1 for RIA M&AEchelon Reports Second Busiest Q1 for RIA M&A
byAli Hibbs
Apr 22, 2024
1 Min Read
Alpha Capital Family Offices RIA news
RIA
Veteran Asset Manager Joins Alpha Capital Family Offices from Northern TrustVeteran Asset Manager Joins Alpha Capital Family Offices from Northern Trust
byAli Hibbs
Apr 21, 2024
1 Min Read
military family funeral casket
RIA
Rep Pleads Guilty to Defrauding Gold Star Families of MillionsRep Pleads Guilty to Defrauding Gold Star Families of Millions
byPatrick Donachie
Apr 19, 2024
1 Min Read
merger-money-handshake-illustration.jpg
RIA
RIA Roundup: Fidelity Records Drop in Q1 M&A Activity
RIA Roundup: Fidelity Records Drop in Q1 M&A Activity
Apr 19, 2024
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1 Min Read
byAli Hibbs, Reporter
Miracle Mile CIO Matt Dmytryszyn RIA news
RIA
Miracle Mile Hires New Chief of Investments
Miracle Mile Hires New Chief of Investments
Apr 18, 2024
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1 Min Read
byAli Hibbs, Reporter
Steward Partners co-founder and CEO Jim Gold
RIA
Steward Adds Pair of Firms, $488M Under New Acquisition Model
Steward Adds Pair of Firms, $488M Under New Acquisition Model
Apr 18, 2024
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1 Min Read
byAli Hibbs, Reporter
Verdence CEO Leo Kelly RIA news
RIA
Verdence Expands, Rebrands OCIO Service
Verdence Expands, Rebrands OCIO Service
Apr 17, 2024
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1 Min Read
byAli Hibbs, Reporter
Laura Corbiani Astraea Wealth
RIA
Deal Roundup: Equita Adds 7th Woman-Owned RIA, Apella Hits $4B Mark
Deal Roundup: Equita Adds 7th Woman-Owned RIA, Apella Hits $4B Mark
Apr 17, 2024
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1 Min Read
byAli Hibbs, Reporter
Gilbert Addeo Axos RIA news
RIA
Axos Clearing Hires New Business Development Head
Axos Clearing Hires New Business Development Head
Apr 16, 2024
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1 Min Read
byDiana Britton, Managing Editor
fidelity
ETFs
RIAs Likely to Shrug Off Fidelity’s New ETF Fees
RIAs Likely to Shrug Off Fidelity’s New ETF Fees
Apr 15, 2024
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1 Min Read
byElaine Misonzhnik, Senior Editor, Investments
GA Investment Management Avantax RIA news
RIA
Avantax Snags $450M Team From Stratos
Avantax Snags $450M Team From Stratos
Apr 15, 2024
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1 Min Read
byDiana Britton, Managing Editor
Tom Manning F.L.Putnam RIA news
RIA
F.L.Putnam Grows on Trust
F.L.Putnam Grows on Trust
Apr 15, 2024
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1 Min Read
byAli Hibbs, Reporter
RIA Roundup: Cerity Partners Hits $100B with Denver-based OCIO Firm Agility
RIA
RIA Roundup: Cerity Partners Hits $100B with Denver-based OCIO Firm Agility
RIA Roundup: Cerity Partners Hits $100B with Denver-based OCIO Firm Agility
Apr 12, 2024
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1 Min Read
byAli Hibbs, Reporter
Haig Ariyan, CEO, Arax Investment Partners
RIA
Arax Acquires $9B Hybrid Broker/Dealer in Houston
Arax Acquires $9B Hybrid Broker/Dealer in Houston
Apr 11, 2024
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1 Min Read
byDiana Britton, Managing Editor
Matt-Gotlin-promo.jpg
RIA Edge
Choreo Names Chief Investment Officer from BDO USA
Choreo Names Chief Investment Officer from BDO USA
Apr 11, 2024
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1 Min Read
byAli Hibbs, Reporter
ryan-smith-diversity.jpg
RIA
Diversify Wealth Management Adds $645M Delaware Firm
Diversify Wealth Management Adds $645M Delaware Firm
Apr 11, 2024
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1 Min Read
byAli Hibbs, Reporter
williams-precedent.jpg
RIA
RIA Founder and Namesake Sued for Stealing Clients, Trade Secrets
RIA Founder and Namesake Sued for Stealing Clients, Trade Secrets
Apr 10, 2024
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1 Min Read
byAli Hibbs, Reporter
tom-manning.jpg
RIA
F.L.Putnam to Buy Darwin Trust Company
F.L.Putnam to Buy Darwin Trust Company
Apr 10, 2024
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1 Min Read
byAli Hibbs, Reporter
Cetera financial
RIA
Cetera Consolidates Two RIAs
Cetera Consolidates Two RIAs
Apr 10, 2024
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1 Min Read
byDiana Britton, Managing Editor
modern-wealth-execs.png
RIA
Modern Wealth Management Hires Jason Del Col to Lead Advisory
Modern Wealth Management Hires Jason Del Col to Lead Advisory
Apr 10, 2024
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1 Min Read
byAli Hibbs, Reporter
AmeriFlex Group Adds 16 Advisors, $1.9B in Q1
RIA
AmeriFlex Group Adds 16 Advisors, $1.9B in Q1
AmeriFlex Group Adds 16 Advisors, $1.9B in Q1
Apr 10, 2024
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1 Min Read
byAli Hibbs, Reporter
Mike-Tiedemann-promo.jpg
RIA
Q&A: AlTi Global CEO on Going Public in a Challenging Market
Q&A: AlTi Global CEO on Going Public in a Challenging Market
Apr 9, 2024
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1 Min Read
byAli Hibbs, Reporter
JB 2024_a.JPG
RIA
Stratos Wealth Brings First Two Affiliates onto Private Wealth Platform
Stratos Wealth Brings First Two Affiliates onto Private Wealth Platform
Apr 9, 2024
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1 Min Read
byAli Hibbs, Reporter
Fairvoy-team-shot.jpg
RIA
Former Merrill Lynch Advisors Launch $550M Dynasty-Backed RIA
Former Merrill Lynch Advisors Launch $550M Dynasty-Backed RIA
Apr 9, 2024
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1 Min Read
byDiana Britton, Managing Editor
LPL racked up 11181 advisors in 2012
RIA
LPL’s Head of Wealth Management Departs
LPL’s Head of Wealth Management Departs
Apr 8, 2024
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1 Min Read
byDiana Britton, Managing Editor
1.11.19 shaking hands stock image.jpg
RIA
Steward Partners Recruited $1B in the First Two Months of 2024
Steward Partners Recruited $1B in the First Two Months of 2024
Apr 8, 2024
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1 Min Read
byAli Hibbs, Reporter
WEG Building.jpg
RIA
Wealth Enhancement Group Hires Former BlackRock Exec to Direct Investments
Wealth Enhancement Group Hires Former BlackRock Exec to Direct Investments
Apr 8, 2024
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1 Min Read
byAli Hibbs, Reporter
businesspeople-group-office-levels.jpg
RIA
RIA Roundup: Following Record Q1, RIA M&A Sees 'Whopper' of a Week
RIA Roundup: Following Record Q1, RIA M&A Sees 'Whopper' of a Week
Apr 5, 2024
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1 Min Read
byAli Hibbs, Reporter
Lars Knudsen Hightower lawsuit RIA news
RIA
Washington Advisor Wins Restraining Order Against Hightower
Washington Advisor Wins Restraining Order Against Hightower
Apr 5, 2024
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1 Min Read
byPatrick Donachie, Senior Reporter
Michelle McIntyre and Michael Goldfader Sanctuary Wealth RIA news
RIA
Sanctuary Adds Former Pershing, Wells Fargo Execs to Leadership Team
Sanctuary Adds Former Pershing, Wells Fargo Execs to Leadership Team
Apr 4, 2024
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1 Min Read
byAli Hibbs, Reporter
Stacy Coffey Rise Growth Partners RIA news
RIA
Duran's Rise Growth Hires Head of Advisory Partnerships
Duran's Rise Growth Hires Head of Advisory Partnerships
Apr 4, 2024
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1 Min Read
byDiana Britton, Managing Editor
Bill Sowell and Daryl Seaton Sowell Insurance RIA news
RIA
Sowell Management Debuts Affiliated Insurance Business
Sowell Management Debuts Affiliated Insurance Business
Apr 4, 2024
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1 Min Read
byAli Hibbs, Reporter

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