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Adrienne Penta SCS Financial Focus Financial head of wealth management
RIA
Focus Hub SCS Financial Names New National Wealth Management HeadFocus Hub SCS Financial Names New National Wealth Management Head

Adrienne Penta started work at the Boston-based SCS this week after spending 15 years at Brown Brothers Harriman.

byPatrick Donachie, Senior Reporter
Jan 9, 2025
|
1 Min Read
Mariner Wealth office
RIA
Mariner Adds $292B Institutional Consulting FirmMariner Adds $292B Institutional Consulting Firm
byDiana Britton
Jan 9, 2025
1 Min Read
Coldstream Wealth Management
RIA
Coldstream Merges with Accounting Firm and RIA in Its BackyardColdstream Merges with Accounting Firm and RIA in Its Backyard
byDiana Britton
Jan 9, 2025
1 Min Read
Savvy Wealth CEO and co-founder Ritik Malhotra
RIA
Savvy Adds Four Advisors, Pushing AUM Over $1BSavvy Adds Four Advisors, Pushing AUM Over $1B
byDiana Britton
Jan 9, 2025
1 Min Read
EP Wealth headquarters office RIA news
RIA
EP Wealth Acquires $1.6B Michigan FirmEP Wealth Acquires $1.6B Michigan Firm
byDiana Britton
Jan 8, 2025
1 Min Read
Cetera Advisor Networks President Tim Stinson FSI Chair
Regulation & Compliance
Cetera President Begins Term as FSI Board ChairCetera President Begins Term as FSI Board Chair
byPatrick Donachie
Jan 8, 2025
1 Min Read
Healthy Advisor Podcast Michelle Begina Snowden Lane
Career Moves
The Healthy Advisor: Betrayal on the Dock and the Road to Financial Independence With Michelle Begina
The Healthy Advisor: Betrayal on the Dock and the Road to Financial Independence With Michelle Begina
Jan 8, 2025
byDiana Britton, Managing Editor
sanctuary-wealth-new-logo-wall.jpg
Industry News & Trends
Sanctuary Attracts $700M Truist Team Focused on International Clients
Sanctuary Attracts $700M Truist Team Focused on International Clients
Jan 8, 2025
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1 Min Read
byPatrick Donachie, Senior Reporter
Arun Anur Orion COO
WealthTech
Orion Hires COO From Rival Envestnet
Orion Hires COO From Rival Envestnet
Jan 7, 2025
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1 Min Read
byDavis Janowski - Moderator, Senior Technology Editor
Mark Sullivan and Mary A. Lauritano
Industry News & Trends
UBS Loses Advisors to Procyon Partners, Raymond James
UBS Loses Advisors to Procyon Partners, Raymond James
Jan 7, 2025
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1 Min Read
byPatrick Donachie, Senior Reporter
Campus Private Wealth founders Bill Milby and Jason Lindner
RIA
Campus Private Wealth Joins Kestra Private Wealth Platform
Campus Private Wealth Joins Kestra Private Wealth Platform
Jan 7, 2025
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1 Min Read
byElaine Misonzhnik, Senior Editor, Investments
Carson Group building
Industry News & Trends
Carson Group Fully Acquires $1B Iowa Firm
Carson Group Fully Acquires $1B Iowa Firm
Jan 7, 2025
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1 Min Read
byPatrick Donachie, Senior Reporter
merit-financial-office-wall.jpeg
Industry News & Trends
Merit Financial Acquires $739M Firm, Boosting Pennsylvania Footprint
Merit Financial Acquires $739M Firm, Boosting Pennsylvania Footprint
Jan 7, 2025
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1 Min Read
byPatrick Donachie, Senior Reporter
businessmen on wall street
Investment
Can You Unmask These 10 Amazing Investors?
Can You Unmask These 10 Amazing Investors?
Jan 6, 2025
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21 Slides
byJohn Kador
Marc Turansky head of investment advisory programs Citi Wealth
Industry News & Trends
Citi Wealth Hires J.P. Morgan Alum for New Advisory Program Role
Citi Wealth Hires J.P. Morgan Alum for New Advisory Program Role
Jan 6, 2025
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1 Min Read
byPatrick Donachie, Senior Reporter
Lindsey Strawhecker Dynasty Financial Partners
RIA
Dynasty Adds Raymond James Veteran to Lead Transitions
Dynasty Adds Raymond James Veteran to Lead Transitions
Jan 6, 2025
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1 Min Read
byDavid Bodamer, Executive Editor, Investments
Focus Financial Office
RIA
Focus Names Toronto Firm as Fifth 'Hub' in Consolidation Strategy
Focus Names Toronto Firm as Fifth 'Hub' in Consolidation Strategy
Jan 6, 2025
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1 Min Read
byPatrick Donachie, Senior Reporter
Tim Tallach Homrich Berg
RIA
$18B Homrich Berg Brings in Leader of Family Office Services
$18B Homrich Berg Brings in Leader of Family Office Services
Jan 6, 2025
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1 Min Read
byDiana Britton, Managing Editor
John Thiel
RIA
John Thiel’s New RIA Adds First Advisor Team
John Thiel’s New RIA Adds First Advisor Team
Jan 3, 2025
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1 Min Read
byDiana Britton, Managing Editor
sanctuary-wealth-new-logo-wall.jpg
Industry News & Trends
Sanctuary Wealth, EverNest Agree to Dismiss Lawsuit
Sanctuary Wealth, EverNest Agree to Dismiss Lawsuit
Jan 3, 2025
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1 Min Read
byPatrick Donachie, Senior Reporter
Raymond James office
Industry News & Trends
Raymond James Adds $400M Alabama Advisor to Independent Division
Raymond James Adds $400M Alabama Advisor to Independent Division
Jan 2, 2025
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1 Min Read
byDiana Britton, Managing Editor
Diane Buordo The Humphreys Group RIA merger
RIA
Two Bay Area Firms Merge to Create Nearly $500M RIA
Two Bay Area Firms Merge to Create Nearly $500M RIA
Jan 2, 2025
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1 Min Read
byDiana Britton, Managing Editor
Shannen Doherty Stand up for Cancer 2024
Estate Planning
2024 Year in Review: Celebrity Estate Planning Lessons
2024 Year in Review: Celebrity Estate Planning Lessons
Dec 27, 2024
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8 Slides
byWealthManagement.com Staff
courthouse columns RIAs courts
RIA
2024 Year in Review: Advisors in the Courts
2024 Year in Review: Advisors in the Courts
Dec 24, 2024
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8 Slides
byWealthManagement.com Staff
Lisa Salvi Schwab Advisor Services
RIA
2025 Outlook Q&A: RIAs to Focus on Organic Growth
2025 Outlook Q&A: RIAs to Focus on Organic Growth
Dec 23, 2024
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1 Min Read
byDiana Britton, Managing Editor
Rupert Murdoch
Estate Planning
Rupert Murdoch’s Unsuccessful Attempt to Amend Family Trust
Rupert Murdoch’s Unsuccessful Attempt to Amend Family Trust
Dec 20, 2024
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1 Min Read
byAnna Sulkin Stern - Moderator, Legal Editor
Focus Financial Office
Industry News & Trends
Focus Combines Two Partner Firms In Latest Consolidation
Focus Combines Two Partner Firms In Latest Consolidation
Dec 20, 2024
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1 Min Read
byPatrick Donachie, Senior Reporter
mariner-wealth-hq-2022.png
WealthTech
WealthStack Roundup: Mariner To Use Catchlight To Accelerate Organic Growth
WealthStack Roundup: Mariner To Use Catchlight To Accelerate Organic Growth
Dec 20, 2024
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1 Min Read
byDavis Janowski - Moderator, Senior Technology Editor
podcast illustration
Industry News & Trends
Our Favorite WealthManagement.com Podcast Episodes of 2024
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Dec 20, 2024
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7 Slides
byWealthManagement.com Staff
Todd Mackay president of cetera solutions
RIA
Cetera Names Todd Mackay President of Cetera Wealth Management
Cetera Names Todd Mackay President of Cetera Wealth Management
Dec 20, 2024
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1 Min Read
byDiana Britton, Managing Editor
floating money handshake M&A
RIA
2024 RIA M&A Activity Sets Deal Record
2024 RIA M&A Activity Sets Deal Record
Dec 19, 2024
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1 Min Read
byDiana Britton, Managing Editor
Reed-Colley-orion-headshot.jpg
WealthTech
Orion Lands Deal to Acquire Summit Wealth
Orion Lands Deal to Acquire Summit Wealth
Dec 19, 2024
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1 Min Read
byDavis Janowski - Moderator, Senior Technology Editor
Charles Schwab office
Industry News & Trends
Schwab Accuses Former Rep of Leaving with Client Data
Schwab Accuses Former Rep of Leaving with Client Data
Dec 19, 2024
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1 Min Read
byPatrick Donachie, Senior Reporter
David Montgomery concurrent
RIA
Concurrent Snags OneDigital Exec to Lead Retirement Division
Concurrent Snags OneDigital Exec to Lead Retirement Division
Dec 19, 2024
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1 Min Read
byDiana Britton, Managing Editor
captrust
RIA
Captrust Adds $1.97B in Double Deal
Captrust Adds $1.97B in Double Deal
Dec 19, 2024
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1 Min Read
byDiana Britton, Managing Editor

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