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Gün Keresteci Mercer Advisors CFO RIA news

Mercer Global Advisors Hires CFO From McKinsey Mercer Global Advisors Hires CFO From McKinsey

The RIA has brought on Gün Keresteci, former global head of finance at McKinsey.

byDiana Britton, Managing Editor

Feb 22, 2024

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1 Min Read

Robert Seiden RIA 1099 platform Stonebridge

Stonebridge Financial Group’s New RIA Lands Its First Advisor Stonebridge Financial Group’s New RIA Lands Its First Advisor

byPatrick Donachie

Feb 21, 2024

1 Min Read

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San Diego Trio Creates Family Trust-Backed RIA San Diego Trio Creates Family Trust-Backed RIA

Feb 21, 2024

1 Min Read

Carolyn Armitage RIA news

Carolyn Armitage Launches Consulting Firm for Wealth Management CEOs Carolyn Armitage Launches Consulting Firm for Wealth Management CEOs

byDiana Britton

Feb 20, 2024

1 Min Read

Tim Oden Charles Schwab

Dynasty Hires Schwab's Tim Oden as 'Executive-in-Residence'Dynasty Hires Schwab's Tim Oden as 'Executive-in-Residence'

byDiana Britton

Feb 20, 2024

1 Min Read

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Snowden Lane Team Leaves to Launch Florida RIA Snowden Lane Team Leaves to Launch Florida RIA

Feb 16, 2024

1 Min Read

RIA Roundup: Painter, Smith & Amberg Joins Prospera with $650M

RIA Roundup: Painter, Smith & Amberg Joins Prospera with $650M

byAli Hibbs, Reporter

David Solomon

Goldman Boosts CEO Solomon’s Pay 24% After Firm’s Profit Slumps 24%

Goldman Boosts CEO Solomon’s Pay 24% After Firm’s Profit Slumps 24%

bySridhar Natarajan

Dan Parant Vista Equity

Vista Equity Hires KKR’s Parant to Further Private Wealth Push

Vista Equity Hires KKR’s Parant to Further Private Wealth Push

Greykasell Wealth Strategies founder David Eisenhauer RIA news

Former Northwestern Mutual Advisor Launches Indie RIA

Former Northwestern Mutual Advisor Launches Indie RIA

byAli Hibbs, Reporter

Choreo RIA news

$24B Choreo Hiring Growth, Practice Management Coaches

$24B Choreo Hiring Growth, Practice Management Coaches

byDiana Britton, Managing Editor

Pathstone CEO Matt Fleissig and Crestone CEO/CIO Eric Kramer RIA news

Pathstone to Buy $3.65B Crestone Capital

Pathstone to Buy $3.65B Crestone Capital

byAli Hibbs, Reporter

Q&A: Jamie Hopkins to Bring Tech-Savvy Trustee Services to RIAs

Q&A: Jamie Hopkins to Bring Tech-Savvy Trustee Services to RIAs

byAli Hibbs, Reporter

Doris Meister Wilmington Trust

Wilmington Trust CEO to Exit $79 Billion Wealth Manager

Wilmington Trust CEO to Exit $79 Billion Wealth Manager

byLyla Du and Sridhar Natarajan

LPL Financial

LPL’s Deal With Atria Reinforces the Power of Scale

LPL’s Deal With Atria Reinforces the Power of Scale

byDiana Britton, Managing Editor

Allworth Acquires $300M NorCal RIA

Allworth Acquires $300M NorCal RIA

byDiana Britton, Managing Editor

Perigon CEO Art Ambarik RIA news

Perigon Buys $425M Prudeo Partners

Perigon Buys $425M Prudeo Partners

byAli Hibbs, Reporter

Treasury Department

Regulation & Compliance

U.S. Treasury Floats New Anti-Money Laundering Rules for RIAs

U.S. Treasury Floats New Anti-Money Laundering Rules for RIAs

byPatrick Donachie, Senior Reporter

LPL racked up 11181 advisors in 2012

LPL to Acquire $100B Atria Wealth Solutions

LPL to Acquire $100B Atria Wealth Solutions

byPatrick Donachie, Senior Reporter

mercer advisors office

Mercer Adds to Its M&A Teams

Mercer Adds to Its M&A Teams

byDiana Britton, Managing Editor

Christopher Poch RIA news Promethium Advisors

Former Morgan Stanley Advisor Launches RIA With Tru Independence

Former Morgan Stanley Advisor Launches RIA With Tru Independence

byAli Hibbs, Reporter

Alex Goss: NewEdge Capital To ‘Ramp Up’ M&A

Alex Goss: NewEdge Capital To ‘Ramp Up’ M&A

byAli Hibbs, Reporter

Alex David

Stifel’s IBD Chief Alex David Jumps to Raymond James

Stifel’s IBD Chief Alex David Jumps to Raymond James

byDiana Britton, Managing Editor

NewEdge Advisors RIA news

RIA Roundup: NewEdge Advisors, NewEdge Wealth Add Teams in Connecticut, Atlanta

RIA Roundup: NewEdge Advisors, NewEdge Wealth Add Teams in Connecticut, Atlanta

byAli Hibbs, Reporter

gears RIA M&A

WMIQ: Navigating the Current RIA M&A Market

WMIQ: Navigating the Current RIA M&A Market

byAli Hibbs, Reporter

Bruce Milam Miracle Mile Advisors RIA news

$5.6B Miracle Mile Picks Up 2 Firms With Combined $600M

$5.6B Miracle Mile Picks Up 2 Firms With Combined $600M

byAli Hibbs, Reporter

RPA 401k Real Talk with Fred Barstein retirement news

401(k) Real Talk Episode 92: February 7, 2024

401(k) Real Talk Episode 92: February 7, 2024

byFred Barstein, The Retirement Adviser University,

Poterack Team Private Advisor Group RIA news

Private Advisor Group Adds $120M Charlotte Team

Private Advisor Group Adds $120M Charlotte Team

byDiana Britton, Managing Editor

Nepsis Nabs Choreo Director

Nepsis Nabs Choreo Director

byAli Hibbs, Reporter

Molly Nelson Mariner Advisor

Avantax Sues Mariner Wealth, Advisor For Stealing Its CPA Secrets

Avantax Sues Mariner Wealth, Advisor For Stealing Its CPA Secrets

byPatrick Donachie, Senior Reporter

Garrett, Perkins & Horton Advisory Partners team Summit Financial RIA news

Summit Financial Hits $10B in Assets With 2 Acquisitions

Summit Financial Hits $10B in Assets With 2 Acquisitions

byAli Hibbs, Reporter

Liz Nesvold RIA news Emigrant Bank

Sources: 'Frustration' Pushes Liz Nesvold to Leave Cresset

Sources: 'Frustration' Pushes Liz Nesvold to Leave Cresset

byAli Hibbs, Reporter

RIA Roundup: OneDigital Picks Up $1.3B Firm

RIA Roundup: OneDigital Picks Up $1.3B Firm

byAli Hibbs, Reporter

Marty Bicknell Mariner Wealth Advisors

Mariner to Add $104B in Two Deals

Mariner to Add $104B in Two Deals

byAli Hibbs, Reporter

David Canter and Matt Brown CAIS alternative investments RIA news

David Canter Joins CAIS as Strategic Advisor

David Canter Joins CAIS as Strategic Advisor

byAli Hibbs, Reporter