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Alera Group Wealth Services Acquires Johnson Brunetti Alera Group Wealth Services Acquires Johnson Brunetti

Genstar-backed insurance and wealth management firm Alera Group is on track to reach its goal of $10 billion AUM by 2023, according to the firm.

byAli Hibbs, Reporter

Aug 1, 2022

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1 Min Read

RIA Investor Kudu Takes Minority Interest in GenTrust RIA Investor Kudu Takes Minority Interest in GenTrust

Jul 29, 2022

1 Min Read

Raymond James office sign

Raymond James Loses Head Count From Steward but Retains Assets in RIA Unit Raymond James Loses Head Count From Steward but Retains Assets in RIA Unit

byDiana Britton, Moderator

Jul 28, 2022

1 Min Read

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$2.5B Fincadia Group Joins Arete Wealth From National Securities Corp.$2.5B Fincadia Group Joins Arete Wealth From National Securities Corp.

byWealthManagement.com Staff

Jul 28, 2022

1 Min Read

Shauna Mace SEI

Industry News & Trends

SEI Launches Free Growth Lab SEI Launches Free Growth Lab

Jul 27, 2022

1 Min Read

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$4B AUM Frontier Wealth Management Joins Captrust $4B AUM Frontier Wealth Management Joins Captrust

Jul 26, 2022

1 Min Read

Ryan Detrick Joins Carson Group from LPL

Ryan Detrick Joins Carson Group from LPL

byWealthManagement.com Staff

Crescent Pine Family Office Group Joins Sanctuary Wealth

Crescent Pine Family Office Group Joins Sanctuary Wealth

byWealthManagement.com Staff

Joe McLean played professional basketball for four years and advises players and coaches in the NBA NFL PGA and MLB and NASCAR

MAI Adds $1.3B RIA Intersect Capital to Sports Division

MAI Adds $1.3B RIA Intersect Capital to Sports Division

byAli Hibbs, Reporter

CogniCor Inks Deal With Charles Schwab

CogniCor Inks Deal With Charles Schwab

byAli Hibbs, Reporter

David DeVoe RIA EDGE

DeVoe: RIAs Reach 'New Normal' of Heightened M&A Activity

DeVoe: RIAs Reach 'New Normal' of Heightened M&A Activity

byAli Hibbs, Reporter

401k real talk

401(k) Real Talk Episode 25: July 20, 2022

401(k) Real Talk Episode 25: July 20, 2022

byFred Barstein, The Retirement Adviser University,

The Healthy Advisor Podcast with Diana Britton

The Healthy Advisor Podcast: The Silver Lining With Danika Waddell

The Healthy Advisor Podcast: The Silver Lining With Danika Waddell

byDiana Britton, Moderator, Managing Editor

Mariner Wealth Advisors Acquires The Financial Services Network

Mariner Wealth Advisors Acquires The Financial Services Network

byWealthManagement.com Staff

RIA Edge Podcast with Mark Bruno

RIA Edge Podcast: Matt Cosgriff on the Journey to $2 Billion in AUM

RIA Edge Podcast: Matt Cosgriff on the Journey to $2 Billion in AUM

byMark Bruno, Managing Director, Wealth Management

businessman money

Snowden Lane Adds $180M Fieldpoint Advisor to Leadership Team

Snowden Lane Adds $180M Fieldpoint Advisor to Leadership Team

byAli Hibbs, Reporter

Sanctuary Wealth Welcomes $120M Edward Jones Advisor

Sanctuary Wealth Welcomes $120M Edward Jones Advisor

byAli Hibbs, Reporter

Historic Q2 RIA M&A Volume Likely to Result in Another Record Year

Historic Q2 RIA M&A Volume Likely to Result in Another Record Year

byAli Hibbs, Reporter

Wealth Enhancement Group

Wealth Enhancement Group Acquires $776M Hybrid RIA

Wealth Enhancement Group Acquires $776M Hybrid RIA

byWealthManagement.com Staff

David Canter Departs Fidelity For Kestra's Bluespring Wealth Partners

David Canter Departs Fidelity For Kestra's Bluespring Wealth Partners

byDavis Janowski, Senior Technology Editor, WealthManagement.com

Stephen Kolano Integrated Partners

Integrated Launches Family Office Offering

Integrated Launches Family Office Offering

byDiana Britton, Moderator, Managing Editor

Sanctuary Wealth Closes on Deal to Receive $175M in New Capital

Sanctuary Wealth Closes on Deal to Receive $175M in New Capital

byDiana Britton, Moderator, Managing Editor

Pathstone to Acquire $3.5B Dyson Capital Advisors

Pathstone to Acquire $3.5B Dyson Capital Advisors

byAli Hibbs, Reporter

UBS

UBS Weighs Elevating Khan to Sole Wealth Management Head

UBS Weighs Elevating Khan to Sole Wealth Management Head

byMarion Halftermeyer and Ambereen Choudhury

Sanctuary Wealth Accelerates M&A Activity with 2 More Deals

Sanctuary Wealth Accelerates M&A Activity with 2 More Deals

byAli Hibbs, Reporter

mercer advisors office

Mercer Advisors Acquires Harrison & Company Wealth Management

Mercer Advisors Acquires Harrison & Company Wealth Management

byWealthManagement.com Staff

The Wealth Management Firm of the Future: Lifeworks’ Ron Bullis

The Wealth Management Firm of the Future: Lifeworks’ Ron Bullis

byMark Bruno, Managing Director, Wealth Management

WA Asset Management Acquires BT Wealth Management, Plans Makeover

WA Asset Management Acquires BT Wealth Management, Plans Makeover

byAli Hibbs, Reporter

Savant Embarks on Expedited M&A Strategy

Savant Embarks on Expedited M&A Strategy

byAli Hibbs, Reporter

Mercer Acquires $250M Starks Financial Group

Mercer Acquires $250M Starks Financial Group

byAli Hibbs, Reporter

Steve Earner LPL

Industry News & Trends

LPL’s Steve Earner on the Evolution of Custody

LPL’s Steve Earner on the Evolution of Custody

byDiana Britton, Moderator, Managing Editor

Morgan Stanley

Morgan Stanley Seeks to Bar Adviser Accused of Shooting Coworker

Morgan Stanley Seeks to Bar Adviser Accused of Shooting Coworker

Vance Barse and James Fisher on Finding the Right Fit for Acquisitions

Vance Barse and James Fisher on Finding the Right Fit for Acquisitions

byWealthManagement.com Staff

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SageView Expands in Pacific Northwest with New Seattle Office

SageView Expands in Pacific Northwest with New Seattle Office

byWealthManagement.com Staff

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Pallas Capital Advisors Opens 5th Office in Under 3 Years

Pallas Capital Advisors Opens 5th Office in Under 3 Years

byAli Hibbs, Reporter