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Palm Financial Group Baird
RIA
Baird Picks Up $680M UBS Team in WisconsinBaird Picks Up $680M UBS Team in Wisconsin

The Palm Financial Group has joined Baird’s Madison West office.

byAli Hibbs, Reporter
Mar 13, 2024
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1 Min Read
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RIA
Merit Buys $542M AUM Viren & AssociatesMerit Buys $542M AUM Viren & Associates
byAli Hibbs
Mar 13, 2024
1 Min Read
Ritik Malhotra, co-founder of Savvy Wealth RIA news
RIA
Savvy Goes Multicustodial, Grows to 15 AdvisorsSavvy Goes Multicustodial, Grows to 15 Advisors
byAli Hibbs
Mar 12, 2024
1 Min Read
Trenton Hazen Nepsis RPA RIA news
RIA
Nepsis Introduces Corporate Retirement DivisionNepsis Introduces Corporate Retirement Division
byAli Hibbs
Mar 12, 2024
1 Min Read
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RIA
Ex-Osaic Employee Files Disability Discrimination Lawsuit Over COVID-19Ex-Osaic Employee Files Disability Discrimination Lawsuit Over COVID-19
byRob Burgess
Mar 11, 2024
1 Min Read
waverly-execs.jpeg
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
M&K Team RIA news
RIA
Sanctuary Adds $1B Breakaway from Stifel
Sanctuary Adds $1B Breakaway from Stifel
Mar 8, 2024
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1 Min Read
byDiana Britton, Managing Editor
Expressive Wealth CEO Vanessa Martinez, CCO Lauren Genuardi RIA News
RIA
Three Female Advisors Launch Chicago RIA Focused on Inclusivity and Communication
Three Female Advisors Launch Chicago RIA Focused on Inclusivity and Communication
Mar 8, 2024
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1 Min Read
byAli Hibbs, Reporter
XYPN co-founder Alan Moore RIA news XYPN Sapphire
RIA
XYPN Launches Corporate RIA With Six Inaugural Advisors
XYPN Launches Corporate RIA With Six Inaugural Advisors
Mar 7, 2024
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1 Min Read
byAli Hibbs, Reporter
merger-money-handshake-illustration.jpg
RIA
Bluespring Merges Two RIAs to Create $1.4B Florida Hub
Bluespring Merges Two RIAs to Create $1.4B Florida Hub
Mar 7, 2024
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1 Min Read
byDiana Britton, Managing Editor
Compound Founders Compound co-founders Gabe Krambs, Christian Haigh and Alex Farman-Farmaian RIA news
RIA
Compound Planning Adds 15 Advisors in First Weeks of 2024
Compound Planning Adds 15 Advisors in First Weeks of 2024
Mar 7, 2024
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1 Min Read
byAli Hibbs, Reporter
Abby Salameh at the 2023 Wealthies Awards
RIA
Former CAIS CMO Abby Salameh Joins RFG Advisory
Former CAIS CMO Abby Salameh Joins RFG Advisory
Mar 7, 2024
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1 Min Read
byAli Hibbs, Reporter
Mesirow Wealth Management CEO Brian Price RIA news
RIA
Mesirow Names Brian Price to Lead Wealth Management Business
Mesirow Names Brian Price to Lead Wealth Management Business
Mar 6, 2024
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1 Min Read
byAli Hibbs, Reporter
Don Plaus Citibank
RIA
Former Merrill Lynch Exec Don Plaus to Resurface at Citi
Former Merrill Lynch Exec Don Plaus to Resurface at Citi
Mar 6, 2024
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1 Min Read
byDiana Britton, Managing Editor
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
Drucker Wealth RIA news wealth management
RIA
Father-Son Team Departs Longtime IBD to Create $750M RIA
Father-Son Team Departs Longtime IBD to Create $750M RIA
Mar 5, 2024
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1 Min Read
byDiana Britton, Managing Editor
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
mercer advisors office
RIA
Mercer Acquires $2.5B Seattle Firm
Mercer Acquires $2.5B Seattle Firm
Mar 5, 2024
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1 Min Read
byPatrick Donachie, Senior Reporter
CoFi Advisors Colin Walker and Wheeler Crowley
RIA
Integrated Partners Snags $185M New Hampshire Team From Ameriprise
Integrated Partners Snags $185M New Hampshire Team From Ameriprise
Mar 5, 2024
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1 Min Read
byDiana Britton, Managing Editor
Haig Ariyan, CEO, Arax Investment Partners
RIA
Arax’s Newly Acquired IBD Sticks With Pershing for Clearing and Custody
Arax’s Newly Acquired IBD Sticks With Pershing for Clearing and Custody
Mar 4, 2024
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1 Min Read
byDiana Britton, Managing Editor
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RIA
RIAs Faced a 213% Spike in Paid Errors and Omissions Claims in 2023
RIAs Faced a 213% Spike in Paid Errors and Omissions Claims in 2023
Mar 1, 2024
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1 Min Read
byElaine Misonzhnik, Senior Editor, Investments
The Colony Group office RIA news merger with GW & Wade
RIA
Focus to Merge $10.4B GW & Wade Into The Colony Group
Focus to Merge $10.4B GW & Wade Into The Colony Group
Mar 1, 2024
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1 Min Read
byDiana Britton, Managing Editor
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WealthTech
Goldman Sachs Now Has 42 Integrations on Custody Platform
Goldman Sachs Now Has 42 Integrations on Custody Platform
Mar 1, 2024
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1 Min Read
byDiana Britton, Managing Editor
kabir-sethi.jpg
RIA
Kabir Sethi to Leave LPL Financial
Kabir Sethi to Leave LPL Financial
Feb 29, 2024
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1 Min Read
byDiana Britton, Managing Editor
Liz Nesvold RIA news Emigrant Bank
RIA
What’s Behind Liz Nesvold’s Move to Emigrant?
What’s Behind Liz Nesvold’s Move to Emigrant?
Feb 28, 2024
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1 Min Read
byDiana Britton, Managing Editor
Edelman Financial Engines
Industry News & Trends
Former Edelman Advisors Sue for Right to Break Covenants
Former Edelman Advisors Sue for Right to Break Covenants
Feb 28, 2024
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1 Min Read
byPatrick Donachie, Senior Reporter
Liz Nesvold RIA news Emigrant Bank
RIA
Liz Nesvold Joins Emigrant as Vice Chair
Liz Nesvold Joins Emigrant as Vice Chair
Feb 27, 2024
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1 Min Read
byDiana Britton, Managing Editor
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
Goldman Sachs
RIA
Goldman Promotes Meena Flynn to Co-Lead Top Client-Services Role
Goldman Promotes Meena Flynn to Co-Lead Top Client-Services Role
Feb 26, 2024
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1 Min Read
byKatherine Doherty and Sridhar Natarajan
carson-group-hq-2022-new.jpg
ETFs
Carson Group Greenlights Just Four Spot Bitcoin ETFs
Carson Group Greenlights Just Four Spot Bitcoin ETFs
Feb 26, 2024
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1 Min Read
byKatie Greifeld
kurt-macalpine-ci-financial.jpg
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
LPL Financial sign
Industry News & Trends
LPL Adds $16B From Wintrust Financial Corp.
LPL Adds $16B From Wintrust Financial Corp.
Feb 23, 2024
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1 Min Read
byAli Hibbs, Reporter
Erik Karanik Wells Fargo
RIA
Wells Fargo Names New Growth Head for Independent Businesses
Wells Fargo Names New Growth Head for Independent Businesses
Feb 23, 2024
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1 Min Read
byDiana Britton, Managing Editor
tiedemann-heckenberg.jpg
RIA
Allianz, Constellation Wealth to Buy $450M Stake in AlTi Global
Allianz, Constellation Wealth to Buy $450M Stake in AlTi Global
Feb 22, 2024
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1 Min Read
byAli Hibbs, Reporter

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