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Jerod Wurm (left) and Casey Frye
RIA
Carson Acquires $365M Sacramento FirmCarson Acquires $365M Sacramento Firm

Advisors Jerod Wurm and Casey Frye in Roseville, Calif., join Carson from Wells Fargo Advisors Financial Network.

byDiana Britton, Managing Editor
Jan 28, 2025
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1 Min Read
Hightower office
RIA
Judge Voids Hightower Non-Compete Against Former AdvisorJudge Voids Hightower Non-Compete Against Former Advisor
byDiana Britton
Jan 28, 2025
1 Min Read
shopping mall bags US Economy ASI economic sentiment
RIA
Advisor Sentiment Index: RIA Economic Optimism Ends 2024 at Record HighAdvisor Sentiment Index: Economic Optimism Ends 2024 at Record High
byWealthManagement.com Staff
Jan 27, 2025
1 Min Read
Cedrus Financial Managing Partner Mark Neely
RIA
Arax Nabs $1B Colorado RIAArax Nabs $1B Colorado RIA
byDiana Britton
Jan 27, 2025
1 Min Read
Merriman CEO Jeremy Burger
RIA
Focus Hub Merges In $4B Seattle RIAFocus Hub Merges In $4B Seattle RIA
byDiana Britton
Jan 24, 2025
1 Min Read
Carson Group headquarters
RIA
Carson Group Fully Acquires $1B Chicago RIACarson Group Fully Acquires $1B Chicago Firm
byPatrick Donachie
Jan 23, 2025
1 Min Read
Compound Planning co-founders Christian Haigh (left) and Alex Farman-Farmaian
RIA
Compound Planning Reels in Four Advisors, Bringing AUM to Over $2.5B
Compound Planning Adds Four Advisors, Bringing AUM to Over $2.5B
Jan 23, 2025
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1 Min Read
byDiana Britton, Managing Editor
Merit Financial Advisors office
RIA
Merit Financial Advisors Hires Captrust Alum To Steer M&A
Merit Financial Advisors Hires Captrust Alum To Steer M&A
Jan 23, 2025
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1 Min Read
byPatrick Donachie, Senior Reporter
joining building puzzle pieces
RIA
The Top 10 Wealth Management M&A Deals in 2024
The Top 10 Wealth Management M&A Deals in 2024
Jan 23, 2025
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11 Slides
byDiana Britton, Managing Editor
PWL Capital
RIA
OneDigital Buys C$5.5B Montreal Wealth Manager
OneDigital Buys C$5.5B Montreal Wealth Manager
Jan 23, 2025
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1 Min Read
byDiana Britton, Managing Editor
handshake business team RIA merger
M&A
Cambridge's BridgePort Closed 2024 with Double Deal Totaling $400M
Cambridge's BridgePort Closed 2024 with Double Deal Totaling $400M
Jan 22, 2025
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1 Min Read
byDiana Britton, Managing Editor
RIA Edge Podcast Integrated Partners President Andree Mohr
RIA Edge
RIA Edge Podcast: Integrated Partners’ Andree Mohr on Sophisticated Financial Planning and the ‘Ceiling of Complexity’ That Holds Some RIAs Back
RIA Edge Podcast: Integrated Partners’ Andree Mohr on Sophisticated Financial Planning
Jan 21, 2025
byDavid Armstrong, Executive Director, Content and User Engagement at WealthManagement.com
SEC building
Regulation & Compliance
SEC Charges Pennsylvania Advisor Who Used Client Funds on Country Club Dues
SEC Charges Pennsylvania Advisor Who Used Client Funds on Country Club Dues
Jan 17, 2025
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1 Min Read
byDiana Britton, Managing Editor
RBC royal bank of canada logo on building
Industry News & Trends
$1.2B JP Morgan New York Team Jumps to RBC
$1.2B JP Morgan New York Team Jumps to RBC
Jan 16, 2025
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1 Min Read
byPatrick Donachie, Senior Reporter
advisors and money
Insights & Analysis
Cerulli: Advisor Headcount Stagnates
Cerulli: Advisor Headcount Stagnates
Jan 16, 2025
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1 Min Read
byDiana Britton, Managing Editor
Nick Graham
RIA
Cambridge CTO Nick Graham Quietly Departs
Cambridge CTO Nick Graham Quietly Departs
Jan 16, 2025
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1 Min Read
byDiana Britton, Managing Editor
SignalPoint Asset Management Managing Partner and CEO Jon Timson
RIA
Farther Recruits $650M Midwest RIA
Farther Recruits $650M Midwest RIA
Jan 15, 2025
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1 Min Read
byDiana Britton, Managing Editor
Corient office CI Financial RIA news
RIA
Corient Acquires $10.4B New York Multi-Family Office
Corient Acquires $10.4B New York Multi-Family Office
Jan 15, 2025
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1 Min Read
byPatrick Donachie, Senior Reporter
RetirementDNA Managing Partner Daniel Dubois
RIA
Integrated Recruits $1B Retirement Plan-Focused Firm
Integrated Recruits $1B Retirement Plan-Focused Firm
Jan 15, 2025
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1 Min Read
byDiana Britton, Managing Editor
Morgan Stanley
RIA
Morgan Stanley Forms New Client-Management Unit Under Crawley
Morgan Stanley Forms New Client-Management Unit Under Crawley
Jan 14, 2025
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1 Min Read
Mariner office RIA news
RIA
Mariner Adds $1B in AUA in Triple Deal
Mariner Adds $1B in AUA in Triple Deal
Jan 14, 2025
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1 Min Read
byDiana Britton, Managing Editor
Wealth Enhancement Group
RIA
Wealth Enhancement Group Adds $673M Pacific Northwest Firm
Wealth Enhancement Group Adds $673M Pacific Northwest Firm
Jan 14, 2025
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1 Min Read
byPatrick Donachie, Senior Reporter
Spencer and Todd Knickerbocker Stonebrook Privagte
RIA
Elevation Point Stakes $750M Michigan RIA
Elevation Point Stakes $750M Michigan RIA
Jan 14, 2025
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1 Min Read
byDiana Britton, Managing Editor
Adrian Cronje, CEO, and Robert Balentine, Chairman of Balentine
RIA
$8B Balentine Sells 20% Stake to FJ Management
$8B Balentine Sells 20% Stake to FJ Management
Jan 14, 2025
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1 Min Read
byDiana Britton, Managing Editor
MAI Capital Management''s office.
RIA
MAI Acquires $662M California Firm
MAI Acquires $662M California Firm
Jan 13, 2025
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1 Min Read
byDiana Britton, Managing Editor
John Amore Kestra Financial
Industry News & Trends
Kestra Names John Amore as Next President
Kestra Names John Amore as Next President
Jan 13, 2025
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1 Min Read
byPatrick Donachie, Senior Reporter
Carson Wealth Debra Taylor RIA news
RIA
Carson Launches Tax Strategy With Acquisition of $385M RIA
Carson Launches Tax Strategy With Acquisition of $385M RIA
Jan 13, 2025
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1 Min Read
byDiana Britton, Managing Editor
Raymond James building
Industry News & Trends
Raymond James Sues Former Intern, Alleging Harassment Campaign Against Reps
Raymond James Sues Former Intern, Alleging Harassment Campaign Against Reps
Jan 13, 2025
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1 Min Read
byPatrick Donachie, Senior Reporter
Focus Financial new website
RIA
Focus Financial Partners Rebrands Hub Firms
Focus Financial Partners Rebrands Hub Firms
Jan 13, 2025
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1 Min Read
byDiana Britton, Managing Editor
snowden-lane-office-doorway.jpg
RIA
Snowden Lane Claws Back Majority Stake from Private Equity Owner
Snowden Lane Claws Back Majority Stake from Private Equity Owner
Jan 10, 2025
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1 Min Read
byDiana Britton, Managing Editor
A Merrill Lynch sign.
Industry News & Trends
Bank of America Ramps Up New Wealth Division with Citi, UBS Alums
Bank of America Ramps Up New Wealth Division with Citi, UBS Alums
Jan 10, 2025
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1 Min Read
byPatrick Donachie, Senior Reporter
captrust
RIA
Captrust Snags $300M Houston RIA
Captrust Snags $300M Houston RIA
Jan 10, 2025
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1 Min Read
byDiana Britton, Managing Editor
Scott MacKillop
WealthTech
First Ascent Founder Scott MacKillop Leaves GeoWealth
First Ascent Founder Scott MacKillop Leaves GeoWealth
Jan 9, 2025
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1 Min Read
byDiana Britton, Managing Editor
Raymond James office sign
Industry News & Trends
$440M Father, Son Duo Jumps to Raymond James from Morgan Stanley
$440M Father, Son Duo Jumps to Raymond James from Morgan Stanley
Jan 9, 2025
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1 Min Read
byPatrick Donachie, Senior Reporter
Prio Wealth Cerity partners RIA news
RIA
Cerity Acquires $4.1B Boston RIA
Cerity Acquires $4.1B Boston RIA
Jan 9, 2025
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1 Min Read
byDiana Britton, Managing Editor

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