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InvestCloud CEO Jeff Yabuki
RIA
InvestCloud Names Jeff Yabuki CEOInvestCloud Names Jeff Yabuki CEO

Jeff Yabuki, chairman and founding partner of Motive Partners, one of InvestCloud's private equity backers, is the permanent replacement for former CEO John Wise.

byDiana Britton, Managing Editor
Jan 10, 2024
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1 Min Read
River Glen Wealth Counselors Founder Matt Busick Mercer acquisition RIA news
RIA
Mercer Buys $275M River Glen Wealth CounselorsMercer Buys $275M River Glen Wealth Counselors
byAli Hibbs
Jan 9, 2024
1 Min Read
Capital Management Group of New York founder Thomas Mingone Hightower RIA news
RIA
Hightower Picks Up $3.3B New York FirmHightower Picks Up $3.3B New York Firm
byAli Hibbs
Jan 9, 2024
1 Min Read
Cambridge Investment Research IBD
RIA
Cambridge Launches New RIA Acquisition ModelCambridge Launches New RIA Acquisition Model
byDiana Britton
Jan 9, 2024
1 Min Read
Diversify Advisor Network President Ryan Smith
RIA
Diversify Launches New W-2 Division with Three DealsDiversify Launches New W-2 Division with Three Deals
byAli Hibbs
Jan 9, 2024
1 Min Read
Redhawk-wealth-advisors-office.jpeg
RIA
Retirement Visions Joins Redhawk Wealth AdvisorsRetirement Visions Joins Redhawk Wealth Advisors
byAli Hibbs
Jan 8, 2024
1 Min Read
Crestwood Advisors President Leah Sciabarrasi
RIA
Crestwood Advisors Names First President
Crestwood Advisors Names First President
Jan 8, 2024
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1 Min Read
byAli Hibbs, Reporter
mission-wealth-partners.jpg
RIA
RIA Roundup: Mission Wealth Names Five New Partners
RIA Roundup: Mission Wealth Names Five New Partners
Jan 5, 2024
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1 Min Read
byAli Hibbs, Reporter
ledge-wealth.jpeg
RIA
Dakota Wealth Adds $600M in 2nd Deal This Week
Dakota Wealth Adds $600M in 2nd Deal This Week
Jan 4, 2024
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1 Min Read
byAli Hibbs, Reporter
firstwave-financial-team.png
RIA
Savant Moves into Florida with $440M FirstWave Financial
Savant Moves into Florida with $440M FirstWave Financial
Jan 4, 2024
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1 Min Read
byAli Hibbs, Reporter
Kestra Financial
RIA
Kestra Private Wealth Services Snags Edward Jones Advisor in Oklahoma
Kestra Private Wealth Services Snags Edward Jones Advisor in Oklahoma
Jan 4, 2024
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1 Min Read
byAli Hibbs, Reporter
waverly-execs.jpeg
RIA
Waverly Advisors Announces Largest Deal Yet
Waverly Advisors Announces Largest Deal Yet
Jan 3, 2024
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1 Min Read
byDiana Britton, Managing Editor
Peter Raimondi
RIA
Dakota Acquires $350M Massachusetts RIA
Dakota Acquires $350M Massachusetts RIA
Jan 2, 2024
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1 Min Read
byDiana Britton, Managing Editor
realta-wealth-website.png
IBD
Hybrid IBD CoastalOne Rebrands to Realta
Hybrid IBD CoastalOne Rebrands to Realta
Jan 2, 2024
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1 Min Read
byDiana Britton, Managing Editor
mariner-wealth-office.jpg
RIA
Mariner Acquires $360M California Firm
Mariner Acquires $360M California Firm
Jan 2, 2024
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1 Min Read
byPatrick Donachie, Senior Reporter
crystal-ball-dollar-inverted.jpg
RIA
2024: The Year of the Creative RIA Deal
2024: The Year of the Creative RIA Deal
Dec 22, 2023
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1 Min Read
byAli Hibbs, Reporter
handshake-business-team.jpg
RIA
Atria Adds $175M Texas Team; Cetera Recruits $112M California Advisor
Atria Adds $175M Texas Team; Cetera Recruits $112M California Advisor
Dec 21, 2023
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1 Min Read
byDiana Britton, Managing Editor
boateng-rampulla-vanguard.jpg
RIA
Vanguard’s Head of Financial Advisor Services to Retire
Vanguard’s Head of Financial Advisor Services to Retire
Dec 19, 2023
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1 Min Read
byDiana Britton, Managing Editor
austin-texas-skyline.jpg
RIA
Weinheimer Wealth Management Joins Exencial Wealth Advisors
Weinheimer Wealth Management Joins Exencial Wealth Advisors
Dec 19, 2023
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1 Min Read
byAli Hibbs, Reporter
Wealth Enhancement Group
RIA
Wealth Enhancement Group Adds $236M Cape Cod Firm
Wealth Enhancement Group Adds $236M Cape Cod Firm
Dec 19, 2023
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1 Min Read
byAli Hibbs, Reporter
01-julie-cane.jpg
RIA
The Ten to Watch in 2024: Julie Cane
The Ten to Watch in 2024: Julie Cane
Dec 18, 2023
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1 Min Read
byPatrick Donachie, Senior Reporter
02-devon-drew.jpg
RIA
The Ten to Watch in 2024: Devon Drew
The Ten to Watch in 2024: Devon Drew
Dec 18, 2023
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1 Min Read
byDiana Britton, Managing Editor
03-olivia-eisinger.jpg
RIA
The Ten to Watch in 2024: Olivia Eisinger
The Ten to Watch in 2024: Olivia Eisinger
Dec 18, 2023
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1 Min Read
byAli Hibbs, Reporter
04-iraklis-kourtidis.jpg
RIA
The Ten to Watch in 2024: Iraklis Kourtidis
The Ten to Watch in 2024: Iraklis Kourtidis
Dec 18, 2023
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1 Min Read
byRob Burgess, Technology Reporter
05-ritik-malhotra.jpg
RIA
The Ten to Watch in 2024: Ritik Malhotra
The Ten to Watch in 2024: Ritik Malhotra
Dec 18, 2023
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1 Min Read
byAli Hibbs, Reporter
06-carrie-nelson (1).jpg
RIA
The Ten to Watch in 2024: Carrie Nelson
The Ten to Watch in 2024: Carrie Nelson
Dec 18, 2023
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1 Min Read
byDavid H. Lenok, Senior Editor
07-anne-rhodes.jpg
RIA
The Ten to Watch in 2024: Anne Rhodes
The Ten to Watch in 2024: Anne Rhodes
Dec 18, 2023
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1 Min Read
byPatrick Donachie, Senior Reporter
08-christine-simone (1).jpg
RIA
The Ten to Watch in 2024: Christine Simone
The Ten to Watch in 2024: Christine Simone
Dec 18, 2023
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
09-brian-thorp.jpg
RIA
The Ten to Watch in 2024: Brian Thorp
The Ten to Watch in 2024: Brian Thorp
Dec 18, 2023
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1 Min Read
byRob Burgess, Technology Reporter
10-ryan-vangorder.jpg
RIA
The Ten to Watch in 2024: Ryan VanGorder
The Ten to Watch in 2024: Ryan VanGorder
Dec 18, 2023
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1 Min Read
byElaine Misonzhnik, Senior Editor, Investments
ten-to-watch-2024-promo.jpg
RIA
Meet the Ten to Watch in 2024
Meet the Ten to Watch in 2024
Dec 18, 2023
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11 Slides
byWealthManagement.com Staff
carson-group-hq-2022-new.jpg
RIA
RIA Roundup: Oakeson Steiner Takes $1.2B Practice to Carson Group
RIA Roundup: Oakeson Steiner Takes $1.2B Practice to Carson Group
Dec 15, 2023
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1 Min Read
byAli Hibbs, Reporter
Cresset office
RIA
Cresset to Leave Broker Protocol in 2024
Cresset to Leave Broker Protocol in 2024
Dec 15, 2023
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1 Min Read
byAli Hibbs, Reporter
osaic-sign-ag.png
RIA
Osaic to Acquire Lincoln’s $108B Wealth Business
Osaic to Acquire Lincoln’s $108B Wealth Business
Dec 14, 2023
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1 Min Read
byDiana Britton, Managing Editor
jay-williams-bbg.jpg
RIA
Shenkman Taps Former NBA Player Jay Williams for Board
Shenkman Taps Former NBA Player Jay Williams for Board
Dec 14, 2023
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1 Min Read
byMichael Tobin

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