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Edelman Financial Engines

Edelman Financial Engines Acquires $1.5B Retirement Plan Consultant Edelman Financial Engines Acquires $1.5B Retirement Plan Consultant

The deal with New England Pension Plans Systems is Edelman Financial Engine's largest acquisition since 2021.

byDiana Britton, Managing Editor

Dec 14, 2023

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1 Min Read

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Allworth Acquires Two California Teams Managing $650M in Assets Allworth Acquires Two California Teams Managing $650M in Assets

byDiana Britton

Dec 14, 2023

1 Min Read

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Apollo Taps BlackRock Veterans in Key Wealth and Insurance Units Apollo Taps BlackRock Veterans in Key Wealth and Insurance Units

byAllison McNeely, Silla Brush and Ben Stupples

Dec 13, 2023

1 Min Read

Citi’s Mark Mills to Depart After 23 Years in Latest Wealth Exit Citi’s Mark Mills to Depart After 23 Years in Latest Wealth Exit

byHarry Wilson and Ben Stupples

Dec 13, 2023

1 Min Read

The Healthy Advisor Podcast with Diana Britton

The Healthy Advisor: Using Wealth to Improve Your Health With James Bogart The Healthy Advisor: Using Wealth to Improve Your Health With James Bogart

byDiana Britton

Dec 13, 2023

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Kudu Investment Management Takes Stake in $23B Sage Advisory Services Kudu Investment Management Takes Stake in $23B Sage Advisory Services

Dec 13, 2023

1 Min Read

tru Independence Opens East Coast Headquarters

tru Independence Opens East Coast Headquarters

byAli Hibbs, Reporter

captrust

RIA Roundup: Captrust Buys $1.1B Trutina in Pacific Northwest

RIA Roundup: Captrust Buys $1.1B Trutina in Pacific Northwest

byAli Hibbs, Reporter

Summit Financial Buys Stake in The Savvy Investor’s East Coast RIA

Summit Financial Buys Stake in The Savvy Investor’s East Coast RIA

byAli Hibbs, Reporter

RIAs Are Providing More Than Just a Paycheck to Keep Their Talent

RIAs Are Providing More Than Just a Paycheck to Keep Their Talent

byAli Hibbs, Reporter

Jim Dickson on Lessons Learned at Sanctuary Wealth

Jim Dickson on Lessons Learned at Sanctuary Wealth

byDiana Britton, Managing Editor

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Americans Need More Than $1M to Feel Wealthy

Americans Need More Than $1M to Feel Wealthy

byAli Hibbs, Reporter

Financial Planning

Welcome to the Jungle: Mark Hurley Says the Party’s Over For Wealth Management

Welcome to the Jungle: Mark Hurley Says the Party’s Over For Wealth Management

byDiana Britton, Managing Editor

Commonwealth Expands Model Portfolio Platform

Commonwealth Expands Model Portfolio Platform

byAli Hibbs, Reporter

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Heckenberg’s New PE Firm Makes First Investment in $2.6B AlphaCore Wealth Advisory

Heckenberg’s New PE Firm Makes First Investment in $2.6B AlphaCore Wealth Advisory

byAli Hibbs, Reporter

Diversify Advisor Network President Ryan Smith

DFPG Investments Debuts Diversify Advisor Network

DFPG Investments Debuts Diversify Advisor Network

byAli Hibbs, Reporter

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Former Boston Private President Launches PUREfi Wealth

Former Boston Private President Launches PUREfi Wealth

byAli Hibbs, Reporter

Pershing’s Lisa Crafford Joins Constellation Wealth Capital

Pershing’s Lisa Crafford Joins Constellation Wealth Capital

byAli Hibbs, Reporter

Savant Wealth Buys Set of SC Firms in Second Combo Deal of 2023

Savant Wealth Buys Set of SC Firms in Second Combo Deal of 2023

byAli Hibbs, Reporter

Abacus to Seed Its Wealth Division Via RIA Acquisitions

Abacus to Seed Its Wealth Division Via RIA Acquisitions

byDiana Britton, Managing Editor

RIA Roundup: Savvy Scores Boston Advisor Managing $1B+ at Schwab

RIA Roundup: Savvy Scores Boston Advisor Managing $1B+ at Schwab

byAli Hibbs, Reporter

CPA Firm Windes Partners With Integrated to Launch Wealth Firm

CPA Firm Windes Partners With Integrated to Launch Wealth Firm

byAli Hibbs, Reporter

Snowden Lane Recruits Hybrid RIAs in Colorado, Florida

Snowden Lane Recruits Hybrid RIAs in Colorado, Florida

byAli Hibbs, Reporter

Creative Planning Adds Delaware Firm Managing $535M

Creative Planning Adds Delaware Firm Managing $535M

byAli Hibbs, Reporter

Nepsis Enters Expansion Phase with CPA Purchase

Nepsis Enters Expansion Phase with CPA Purchase

byAli Hibbs, Reporter

Commonwealth Lures $3B San Diego Team From Lincoln Investment

Commonwealth Lures $3B San Diego Team From Lincoln Investment

byAli Hibbs, Reporter

Accused Palestinian Shooter Former Broker at Edward Jones, Cadaret, Grant

Accused Palestinian Shooter Former Broker at Edward Jones, Cadaret, Grant

byPatrick Donachie, Senior Reporter

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RIA Roundup: AmeriFlex Group Adds 2 Teams, $500M AUM

RIA Roundup: AmeriFlex Group Adds 2 Teams, $500M AUM

byAli Hibbs, Reporter

Republic Capital Group Named ‘Boutique Investment Banking Firm of Year'

Republic Capital Group Named ‘Boutique Investment Banking Firm of Year'

byAli Hibbs, Reporter

Curi Capital CEO Dimitri Eliopoulos and RMB founding partner and CEO Dick Burridge

Curi Buys Majority Stake in $9.6B RMB Capital

Curi Buys Majority Stake in $9.6B RMB Capital

byAli Hibbs, Reporter

Morgan Stanley Co-President Saperstein Diagnosed With Cancer

Morgan Stanley Co-President Saperstein Diagnosed With Cancer

bySridhar Natarajan and Daniel Taub

Tricia Rothschild

Tricia Rothschild Joins Private Equity Firm Advent International

Tricia Rothschild Joins Private Equity Firm Advent International

byAli Hibbs, Reporter

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Citigroup Wealth Services Head Campos Exits After Three Decades

Citigroup Wealth Services Head Campos Exits After Three Decades

byAmbereen Choudhury and Chanyaporn Chanjaroen

Morgan Stanley Taps Finn to Run $4.8T Wealth Business

Morgan Stanley Taps Finn to Run $4.8T Wealth Business

bySridhar Natarajan

Goldman Sachs Lures $650M Former Morgan Stanley Team to Custody Platform

Goldman Sachs Lures $650M Former Morgan Stanley Team to Custody Platform

byDiana Britton, Managing Editor