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Summit Financial Office RIA news
RIA
Summit Stakes $1.3B North Carolina RIASummit Stakes $1.3B North Carolina RIA

The deal with Gordon Asset Management is part of the RIA’s Summit Growth Partners initiative and represents its 18th strategic investment this year.

byDiana Britton, Managing Editor
Dec 18, 2024
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1 Min Read
commonwealth-building-NEW.jpg
Industry News & Trends
Long Island Firms Totaling $495M Join Commonwealth from OsaicLong Island Firms Totaling $495M Join Commonwealth from Osaic
byPatrick Donachie
Dec 18, 2024
1 Min Read
cerity-partners.jpeg
RIA
Cerity Acquires California Accounting FirmCerity Acquires California Accounting Firm
byDiana Britton
Dec 17, 2024
1 Min Read
Raymond James office
Industry News & Trends
Raymond James, Beacon Pointe Add FirmsRaymond James, Beacon Pointe Add Firms
byPatrick Donachie
Dec 17, 2024
1 Min Read
H.M. Payson & Co. office Corient RIA news
RIA
Corient Makes a Splash with $7.9B Maine RIA DealCorient Makes a Splash with $7.9B Maine RIA Deal
byDiana Britton
Dec 17, 2024
1 Min Read
merit-financial-office-wall.jpeg
Industry News & Trends
Merit Financial Acquires $773M Pacific Northwest FirmMerit Financial Acquires $773M Pacific Northwest Firm
byPatrick Donachie
Dec 17, 2024
1 Min Read
LPL Financial Marc Cohen
RIA
LPL Promotes Marc Cohen to Managing Director
LPL Promotes Marc Cohen to Managing Director
Dec 16, 2024
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1 Min Read
byDiana Britton, Managing Editor
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RIA
Constellation Wealth Closes First Fund with $1B+ In Commitments
Constellation Wealth Closes First Fund with $1B+ In Commitments
Dec 16, 2024
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1 Min Read
byPatrick Donachie, Senior Reporter
Paul Atkins
Regulation & Compliance
How Paul Atkins Could Move SEC’s Enforcement Spotlight from Firms to Individuals
How Paul Atkins Could Move SEC’s Enforcement Spotlight from Firms to Individuals
Dec 16, 2024
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1 Min Read
byPatrick Donachie, Senior Reporter
Celebrity Estates Podcast Jim Thorpe Jo Carillo Alma Soongi Beck
Estate Planning
Celebrity Estates: Jim Thorpe, Native Americans and the Land Back Movement
Celebrity Estates: Jim Thorpe, Native Americans and the Land Back Movement
Dec 16, 2024
byDavid H. Lenok, Senior Editor
Clearstead president and CEO
Career Moves
$47B RIA Clearstead Names New President and CEO
$47B RIA Clearstead Names New President and CEO
Dec 13, 2024
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1 Min Read
byDiana Britton, Managing Editor
MarketCounsel M&A Panel
M&A
Aspirational Versus Strategic M&A
Aspirational Versus Strategic M&A
Dec 12, 2024
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1 Min Read
byDiana Britton, Managing Editor
Hightower office
RIA
Hightower Takes Stake in $800M Denver RIA
Hightower Takes Stake in $800M Denver RIA
Dec 12, 2024
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1 Min Read
byPatrick Donachie, Senior Reporter
Ten to Watch 2025
Insights & Analysis
The Ten to Watch in 2025
Ten to Watch in 2025
Dec 12, 2024
+4
byDiana Britton, David Bodamerand 4 more
LPL Financial company sign
IBD
LPL Wins $540M Group from Osaic
LPL Wins $540M Group from Osaic
Dec 12, 2024
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1 Min Read
byDavid Bodamer, Executive Editor, Investments
The Diamond Podcast for Financial Advisors Daymark Wealth Partners Mike Quin
Professional Development
The Diamond Podcast for Financial Advisors: Growing a $1B Business to a $4B Enterprise
The Diamond Podcast: Growing a $1B Business to a $4B Enterprise
Dec 12, 2024
byLouis Diamond, President
former Wipfli executive Paul Lally and MarketCounsel President Brian Hamburger at The MarketCounsel Summit
Career Moves
MarketCounsel Hires Paul Lally as Head of Business Solutions
MarketCounsel Hires Paul Lally as Head of Business Solutions
Dec 11, 2024
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1 Min Read
byDiana Britton, Managing Editor
Snowden Lane office
Career Moves
Snowden Lane Program Awards Retiring Advisors an Option to Cash In
Snowden Lane Program Awards Retiring Advisors an Option to Cash In
Dec 11, 2024
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1 Min Read
byDiana Britton, Managing Editor
logo in a gray background |
RIA
Homrich Berg Lands $6.4B Maryland RIA
Homrich Berg Lands $6.4B Maryland RIA
Dec 11, 2024
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1 Min Read
byPatrick Donachie, Senior Reporter
Robinhood's Steve Quirk (left) and TradePMR's Robb Baldwin at The MarketCounsel Summit.
RIA
TradePMR Bets on Referral Program, Tech in Robinhood Deal
TradePMR Bets on Referral Program, Tech in Robinhood Deal
Dec 10, 2024
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1 Min Read
byDiana Britton, Managing Editor
Lido Chicago.jpg
RIA
Lido Advisors Acquires $1.1B Los Angeles Firm
Lido Advisors Acquires $1.1B Los Angeles Firm
Dec 10, 2024
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1 Min Read
byPatrick Donachie, Senior Reporter
Modern Wealth Management building
RIA
Modern Wealth Reels in Three Firms Totaling $500M
Modern Wealth Reels in Three Firms Totaling $500M
Dec 10, 2024
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1 Min Read
byPatrick Donachie, Senior Reporter
The Lindsey-Trost Group of Steward Partners
RIA
West Coast Teams Combine Forces to Form $712M Steward Partners Firm
West Coast Teams Combine Forces to Form $712M Steward Partners Firm
Dec 10, 2024
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1 Min Read
byPatrick Donachie, Senior Reporter
Choir co-founders Sonya Dreizler and Liz Gagnon
Diversity & Inclusion
Diversity Tech Platform Choir to Shutter at the End of 2024
Diversity Tech Platform Choir To Close at End of 2024
Dec 10, 2024
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1 Min Read
byPatrick Donachie, Senior Reporter
Jason Barber Uptick Partners Ten to Watch 2025
RIA
The Ten to Watch in 2025: Jason Barber
The Ten to Watch in 2025: Jason Barber
Dec 10, 2024
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1 Min Read
byDiana Britton, Managing Editor
Stephen Chen
RIA
Ten to Watch in 2025: Stephen Chen
Ten to Watch in 2025: Stephen Chen
Dec 10, 2024
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1 Min Read
byDavis Janowski - Moderator, Senior Technology Editor
Caitlin Douglas
RIA
Ten to Watch in 2025: Caitlin Douglas
Ten to Watch in 2025: Caitlin Douglas
Dec 10, 2024
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1 Min Read
byPatrick Donachie, Senior Reporter
Stephanie Drescher
RIA
Ten to Watch in 2025: Stephanie Drescher
Ten to Watch in 2025: Stephanie Drescher
Dec 10, 2024
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1 Min Read
byDavid Bodamer, Executive Editor, Investments
Aly Kassim-Lakha
RIA
Ten to Watch in 2025: Aly Kassim-Lakha
Ten to Watch in 2025: Aly Kassim-Lakha
Dec 10, 2024
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1 Min Read
byElaine Misonzhnik, Senior Editor, Investments
Jacqueline Martinez
RIA
Ten to Watch in 2025: Jacqueline Martinez
Ten to Watch in 2025: Jacqueline Martinez
Dec 10, 2024
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1 Min Read
byDiana Britton, Managing Editor
Vanessa Martinez
RIA
Ten to Watch in 2025: Vanessa Martinez
Ten to Watch in 2025: Vanessa Martinez
Dec 10, 2024
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1 Min Read
byDavid H. Lenok, Senior Editor
Eden Ovadia
RIA
Ten to Watch in 2025: Eden Ovadia
Ten to Watch in 2025: Eden Ovadia
Dec 10, 2024
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1 Min Read
byDavis Janowski - Moderator, Senior Technology Editor
Kyle Wiggs
RIA
Ten to Watch in 2025: Kyle Wiggs
Ten to Watch in 2025: Kyle Wiggs
Dec 10, 2024
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1 Min Read
byDavid H. Lenok, Senior Editor
LPL Financial CEO Dan Arnold
Industry News & Trends
Fired LPL CEO Dan Arnold Settles for $12M In Stock Options
Fired LPL CEO Dan Arnold Settles for $12M In Stock Options
Dec 9, 2024
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1 Min Read
byPatrick Donachie, Senior Reporter
Aaron Schaben Carson Group
RIA
Long-Time Carson Exec Aaron Schaben to Depart
Long-Time Carson Exec Aaron Schaben to Depart
Dec 9, 2024
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1 Min Read
byDiana Britton, Managing Editor

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