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Laird Norton, Wetherby Merger to Create $15B RIA Laird Norton, Wetherby Merger to Create $15B RIA

The combined businesses will continue to operate under the Laird Norton Wealth Management and Wetherby Asset Management names.

byDiana Britton, Moderator, Managing Editor

Jan 10, 2022

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1 Min Read

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Alternative Investments

What the Rise of NFTs Means for Advisors What the Rise of NFTs Means for Advisors

byDiana Britton, Moderator

Jan 7, 2022

1 Min Read

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Alternative Investments

New Study Links Private Equity Ownership to Advisor Misconduct New Study Links Private Equity Ownership to Advisor Misconduct

byDiana Britton, Moderator

Jan 6, 2022

1 Min Read

DeVoe: Most RIA Leaders Foresee Higher M&A Activity in 2022

DeVoe: Most RIA Leaders Foresee Higher M&A Activity in 2022 DeVoe: Most RIA Leaders Foresee Higher M&A Activity in 2022

byPatrick Donachie

Jan 5, 2022

1 Min Read

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Industry News & Trends

MAI Adds Two Advisors With Combined $888M in Assets MAI Adds Two Advisors With Combined $888M in Assets

byDiana Britton, Moderator

Jan 4, 2022

1 Min Read

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Hightower Acquires $1.65B AUM TC Wealth Partners Hightower Acquires $1.65B AUM TC Wealth Partners

byPatrick Donachie

Jan 4, 2022

1 Min Read

Derek Bruton Joins M&A Advisory and Executive Search Firm

Derek Bruton Joins M&A Advisory and Executive Search Firm

byDiana Britton, Moderator, Managing Editor

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Texas Team With $700M AUA Joins Private Wealth From Wells Fargo

Texas Team With $700M AUA Joins Private Wealth From Wells Fargo

byPatrick Donachie, Senior Reporter

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Business Planning

Are You Charging Enough? 2021

Are You Charging Enough?

byAndrew Ladwig

Advisor Innovations: Mark Bruno on Billion-Dollar RIAs

Advisor Innovations: Mark Bruno on Billion-Dollar RIAs

byDavid Armstrong, Executive Director, Content and User Engagement at WealthManagement.com

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Father/Son Team Move Book to LPL Financial From MML

Father/Son Team Move Book to LPL Financial From MML

byPatrick Donachie, Senior Reporter

Q&A: Advisory Services Network's Tom Prescott on the Market for Smaller Advisors

Q&A: Advisory Services Network's Tom Prescott on the Market for Smaller Advisors

byDiana Britton, Moderator, Managing Editor

A Merrill Lynch sign.

Merrill Revamps Leadership With Lorenz and Lambert Set to Retire

Merrill Revamps Leadership With Lorenz and Lambert Set to Retire

byKatherine Doherty

Client Relations

Pivoting to High-Net-Worth Clients Is No Easy Task

Pivoting to High-Net-Worth Clients Is No Easy Task

byAnne Field, Columnist: Fix My Business

Goldman Sachs

Goldman Sachs Hires UBS Banker as It Expands Operations for World’s Rich

Goldman Sachs Hires UBS Banker as It Expands Operations for World’s Rich

Rohit Mahna Joins Fidelity Institutional as Head of Client Growth

Rohit Mahna Joins Fidelity Institutional as Head of Client Growth

byPatrick Donachie, Senior Reporter

Carla Harris Is Stepping Down as Morgan Stanley Vice Chair

Carla Harris Is Stepping Down as Morgan Stanley Vice Chair

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Hightower Acquires $1.8B Kansas RIA

Hightower Acquires $1.8B Kansas RIA

byDiana Britton, Moderator, Managing Editor

Creative Planning CEO Peter Mallouk

Q&A: Peter Mallouk on Creative Planning’s Big Bet on Retirement Plans

Q&A: Peter Mallouk on Creative Planning’s Big Bet on Retirement Plans

byDiana Britton, Moderator, Managing Editor

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Credit Suisse Names De Ferrari as Wealth Head in Shake-Up

Credit Suisse Names De Ferrari as Wealth Head in Shake-Up

byMarion Halftermeyer

Prospera co-CEO and managing partner Tim Edwards and Dorsey & Company CEO Raymond Thompson

Prospera Financial Adds $1.4 Billion Firm Dorsey & Company

Prospera Financial Adds $1.4 Billion Firm Dorsey & Company

byPatrick Donachie, Senior Reporter

The Dark Side of Dealmaking

The Dark Side of Dealmaking

byDiana Britton, Moderator, Managing Editor

Raymond James building

Raymond James Announces Executive Changes

Raymond James Announces Executive Changes

byWealthManagement.com Staff

CI Financial Acquiring $6 Billion RIA RegentAtlantic

CI Financial Acquiring $6 Billion RIA RegentAtlantic

byPatrick Donachie, Senior Reporter

How Well Do You Know Famous Money Quotations?

How Well Do You Know Famous Money Quotations?

RIA Edge: Driving the Next Generation of Growth for the RIA Community

RIA Edge: Driving the Next Generation of Growth for the RIA Community

byMark Bruno, Managing Director, Wealth Management

Cerity Partners Merges With $5B Bay Area RIA

Cerity Partners Merges With $5B Bay Area RIA

byDiana Britton, Moderator, Managing Editor

Colm Kelleher

UBS Names Colm Kelleher to Take Chairman Role, Succeeding Weber

UBS Names Colm Kelleher to Take Chairman Role, Succeeding Weber

byAmbereen Choudhury

What’s Behind Private Ocean’s Sale to Wealthspire?

What’s Behind Private Ocean’s Sale to Wealthspire?

byDiana Britton, Moderator, Managing Editor

Kent Weldon and Russ Norwood

Venturi Sells Minority Stake to Bravura Capital

Venturi Sells Minority Stake to Bravura Capital

byDiana Britton, Moderator, Managing Editor

FamigliaTeam

Exclusive: $700M Morgan Stanley Team Goes Independent With Sanctuary

Exclusive: $700M Morgan Stanley Team Goes Independent With Sanctuary

byDiana Britton, Moderator, Managing Editor

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WMTV: Ten to Watch Video

WMTV: Ten to Watch Video

byWealthManagement.com Staff

Amy Owen and Kevin Campbell

$10 Billion RIA Homrich Berg Opening Florida Office

$10 Billion RIA Homrich Berg Opening Florida Office

byPatrick Donachie, Senior Reporter

Alts Platform CAIS Taps Marketing Exec Abby Salameh as CMO

Alts Platform CAIS Taps Marketing Exec Abby Salameh as CMO

byDiana Britton, Moderator, Managing Editor

mercer-advisors

Mercer to Acquire $1.3B Atlanta RIA

Mercer to Acquire $1.3B Atlanta RIA

byDiana Britton, Moderator, Managing Editor