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RIA
RIA Edge Roundup: Fieldpoint Launches Private Banking Solution, New Deals from Waverly, Mariner, Kestra, MercerRIA Edge Roundup: Fieldpoint Launches Private Banking Solution, New Deals from Waverly, Mariner, Kestra, Mercer

Fieldpoint Private exits the advisory business as Mercer acquires two firms this week and Mariner, Waverly and Kestra all add one.

byWealthManagement.com Staff
Dec 9, 2022
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1 Min Read
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RIA
Dynasty Names Bob Shea New Chief Investment StrategistDynasty Names Bob Shea New Chief Investment Strategist
byRob Burgess
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RIA
Merchant Takes Minority Stake in Succession LinkMerchant Takes Minority Stake in Succession Link
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RIA
Will M&A Withstand Rising Capital Costs?Will M&A Withstand Rising Capital Costs?
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RIA
Schwab: Competitive Compensation Key to RIA Talent WarSchwab: Competitive Compensation Key to RIA Talent War
byAli Hibbs
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RIA
Diagonal Investment Office Launches With Sanctuary GlobalDiagonal Investment Office Launches With Sanctuary Global
byAli Hibbs
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RIA
EP Wealth Advisors Acquires Warren Financial Services & Associates
EP Wealth Advisors Acquires Warren Financial Services & Associates
Dec 1, 2022
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1 Min Read
byWealthManagement.com Staff
Regis Management Company Managing Partner Robert Burlinson and President Peter Gifford
RIA
Mercer Advisors Acquires $5B Regis Management Company
Mercer Advisors Acquires $5B Regis Management Company
Dec 1, 2022
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1 Min Read
byWealthManagement.com Staff
tru Independence President and COO Amit Dogra
RIA
tru Independence Passes $1B in New Assets in 2022
tru Independence Passes $1B in New Assets in 2022
Dec 1, 2022
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1 Min Read
byAli Hibbs, Reporter
Larry Ginsburg
RIA
Wealth Enhancement Group Acquires $237M Ginsburg Financial Advisors
Wealth Enhancement Group Acquires $237M Ginsburg Financial Advisors
Dec 1, 2022
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1 Min Read
byWealthManagement.com Staff
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RIA
Wealthspire to Acquire Sage Financial Advisors
Wealthspire to Acquire Sage Financial Advisors
Nov 30, 2022
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1 Min Read
byAli Hibbs, Reporter
Bill Morrissey
RIA
Atria Lures Former LPL Exec Bill Morrissey to Lead Independent Channel
Atria Lures Former LPL Exec Bill Morrissey to Lead Independent Channel
Nov 29, 2022
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1 Min Read
byDiana Britton, Moderator, Managing Editor
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RIA
M&A Trend Lines Take Dive in Q4
M&A Trend Lines Take Dive in Q4
Nov 21, 2022
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1 Min Read
byAli Hibbs, Reporter
BTR Capital Management CEO John Stratton
RIA
Wealth Enhancement Group Adds BTR Capital Management, More Than $1B in Assets
Wealth Enhancement Group Adds BTR Capital Management, More Than $1B in Assets
Nov 17, 2022
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1 Min Read
byWealthManagement.com Staff
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RIA
Former Morgan Stanley Broker and Team Launch $5B Nordwand Capital
Former Morgan Stanley Broker and Team Launch $5B Nordwand Capital
Nov 16, 2022
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1 Min Read
byAli Hibbs, Reporter
The Healthy Advisor Podcast with Diana Britton
RIA
The Healthy Advisor: When a Child Struggles With Opioid Addiction With Lori Eisel
The Healthy Advisor: When a Child Struggles With Opioid Addiction With Lori Eisel
Nov 16, 2022
byDiana Britton, Moderator, Managing Editor
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RIA
Spectrum Wealth Management Joins Focus Financial
Spectrum Wealth Management Joins Focus Financial
Nov 16, 2022
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1 Min Read
byWealthManagement.com Staff
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RIA
Origin Wealth Brings Matson Money to Canada
Origin Wealth Brings Matson Money to Canada
Nov 16, 2022
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1 Min Read
byAli Hibbs, Reporter
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RIA
Choreo to Acquire $1B Cherry Bekaert RIA
Choreo to Acquire $1B Cherry Bekaert RIA
Nov 16, 2022
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1 Min Read
byAli Hibbs, Reporter
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RIA
Commonwealth Sets $1T Growth Goal As It Leans Into RIA Market
Commonwealth Sets $1T Growth Goal As It Leans Into RIA Market
Nov 11, 2022
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1 Min Read
byDiana Britton, Moderator, Managing Editor
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RIA
CI Financial to File for U.S. Wealth IPO This Month
CI Financial to File for U.S. Wealth IPO This Month
Nov 11, 2022
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1 Min Read
byAli Hibbs, Reporter
CI Financial
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CI Financial to Split US, Canada Units With Debt Concerns Rising
CI Financial to Split US, Canada Units With Debt Concerns Rising
Nov 10, 2022
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1 Min Read
byBloomberg
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RIA
HUB International Buys $1B Bridgecreek Investment Management
HUB International Buys $1B Bridgecreek Investment Management
Nov 10, 2022
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1 Min Read
byWealthManagement.com Staff
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RIA
Tech-Enabled RIA Savvy Wealth Raises $11M From Venture Capitalists
Tech-Enabled RIA Savvy Wealth Raises $11M From Venture Capitalists
Nov 10, 2022
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1 Min Read
byDiana Britton, Moderator, Managing Editor
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RIA
Bluespring Adds $500M Firm from Sister Platform Kestra
Bluespring Adds $500M Firm from Sister Platform Kestra
Nov 9, 2022
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1 Min Read
byAli Hibbs, Reporter
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RIA
Steward Partners Secures $140 Million Credit Facility to Accelerate Recruiting
Steward Partners Secures $140 Million Credit Facility to Accelerate Recruiting
Nov 8, 2022
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1 Min Read
byAli Hibbs, Reporter
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RIA
Father-Son Team Leaves UBS to Start Independent Practice With TruClarity
Father-Son Team Leaves UBS to Start Independent Practice With TruClarity
Nov 8, 2022
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1 Min Read
byAli Hibbs, Reporter
Three Active RIA Acquirers on What It Costs to Create a 'Profitable' Deal
RIA
Three Active RIA Acquirers on What It Costs to Create a 'Profitable' Deal
Three Active RIA Acquirers on What It Costs to Create a 'Profitable' Deal
Nov 7, 2022
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1 Min Read
byAli Hibbs, Reporter
Focus Financial CEO Rudy Adolf
RIA
Focus: RIA M&A Market Moving Away From ‘Amateur Hour’
Focus: RIA M&A Market Moving Away From ‘Amateur Hour’
Nov 3, 2022
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1 Min Read
byDiana Britton, Moderator, Managing Editor
Choreo RIA news
RIA
Choreo Makes M&A Debut With Acquisition of $1.8B Enso Wealth Management
Choreo Makes M&A Debut With Acquisition of $1.8B Enso Wealth Management
Nov 3, 2022
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1 Min Read
byDiana Britton, Moderator, Managing Editor
Bernie Clark and Walt Bettinger
RIA
At IMPACT 2022, Schwab Is Asking for Patience and Making Promises
At IMPACT 2022, Schwab Is Asking for Patience and Making Promises
Nov 2, 2022
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1 Min Read
byAli Hibbs, Reporter
401k real talk
Retirement
401(k) Real Talk Episode 40: November 2, 2022
401(k) Real Talk Episode 40: November 2, 2022
Nov 2, 2022
byFred Barstein, The Retirement Adviser University,
mercer advisors office
RIA
Texas Advisor With $360M Joins Mercer Advisors
Texas Advisor With $360M Joins Mercer Advisors
Nov 1, 2022
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1 Min Read
byPatrick Donachie, Senior Reporter
Toussaint Bailey
RIA
Ten to Watch in 2023: Toussaint Bailey
Ten to Watch in 2023: Toussaint Bailey
Nov 1, 2022
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1 Min Read
byPatrick Donachie, Senior Reporter
Dr. Preston Cherry
RIA
Ten to Watch in 2023: Dr. Preston Cherry
Ten to Watch in 2023: Dr. Preston Cherry
Nov 1, 2022
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1 Min Read
byAli Hibbs, Reporter

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