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Lido Advisors
RIA
Lido Advisors Acquires $600M Colorado RIA Platte RiverLido Advisors Acquires $600M Colorado RIA Platte River

With this and its recently announced deal with Pegasus Partners, Lido’s total assets will grow to about $27 billion to $28 billion.

byDiana Britton, Managing Editor
Oct 31, 2024
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1 Min Read
rich-steinmeier-lpl-video.png
IBD
LPL’s New CEO Outlines Top PrioritiesLPL’s New CEO Outlines Top Priorities
byDiana Britton
Oct 30, 2024
1 Min Read
The Quarry Lake Group
IBD
RBC Grabs $1B+ Baltimore Team from Morgan StanleyRBC Grabs $1B+ Baltimore Team from Morgan Stanley
byPatrick Donachie
Oct 30, 2024
1 Min Read
Handshake-Maxwell-Technologies
RIA
$25B Evoke Advisors Acquires Multi-Family Office Crescent Bay Advisors$25B Evoke Advisors Acquires Multi-Family Office Crescent Bay Advisors
byPatrick Donachie
Oct 30, 2024
1 Min Read
UBS sign
Wirehouse
UBS Ultimately Wants to Buy a US Wealth Manager, Kelleher SaysUBS Ultimately Wants to Buy a US Wealth Manager, Kelleher Says
byNoele Illien
Oct 30, 2024
1 Min Read
businessmen-walking-embrace.jpg
Insights & Analysis
Clients Are More Loyal Than One Might ThinkClients Are More Loyal Than One Might Think
byDiana Britton
Oct 30, 2024
1 Min Read
RPA 401k Real Talk with Fred Barstein retirement news
RPA
401(k) Real Talk Episode 128: October 30, 2024
401(k) Real Talk Episode 128: October 30, 2024
Oct 30, 2024
byFred Barstein, The Retirement Adviser University,
Private Advisor Group Office
IBD
Private Advisor Group Launches Greenhouse Technology Platform
Private Advisor Group Launches Greenhouse Technology Platform
Oct 29, 2024
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Mariner CEO and President Marty Bicknell
RIA
Neuberger Berman Buys Minority Stake in Mariner
Neuberger Berman Buys Minority Stake in Mariner
Oct 29, 2024
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1 Min Read
byDiana Britton, Managing Editor
Richard Smalley and Ali Girardi
IBD
RBC Lures $400M Morgan Stanley Team, While LPL Nabs Cambridge Advisors
RBC Lures $400M Morgan Stanley Team, While LPL Nabs Cambridge Advisors
Oct 29, 2024
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1 Min Read
byPatrick Donachie, Senior Reporter
logo in a gray background |
RIA
Hightower Stakes $1.1B Wisconsin RIA
Hightower Stakes $1.1B Wisconsin RIA
Oct 29, 2024
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1 Min Read
byDiana Britton, Managing Editor
Kestra Financial
IBD
Kestra Adds $1.4B Florida Team From B. Riley
Kestra Adds $1.4B Florida Team From B. Riley
Oct 29, 2024
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1 Min Read
byDiana Britton, Managing Editor
tablet digital lock
Regulation & Compliance
Survey: Most Advisory Firms Lack AI Safeguards
Survey: Most Advisory Firms Lack AI Safeguards
Oct 29, 2024
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1 Min Read
byPatrick Donachie, Senior Reporter
Citi sign
Industry News & Trends
Citi Targets $1M-Plus Producers with New Recruiting Offer
Citi Targets $1M-Plus Producers with New Recruiting Offer
Oct 28, 2024
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1 Min Read
byDiana Britton, Managing Editor
cfp-board-office-new-view.png
Regulation & Compliance
SIFMA Accuses CFP Board of Acting As 'De Facto' Regulator
SIFMA Accuses CFP Board of Acting As 'De Facto' Regulator
Oct 28, 2024
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1 Min Read
byPatrick Donachie, Senior Reporter
Alvarez and Marsal office
RIA
Management Consulting Firm Alvarez & Marsal Launches RIA
Management Consulting Firm Alvarez & Marsal Launches RIA
Oct 28, 2024
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1 Min Read
byDiana Britton, Managing Editor
balloon pushpin stressed
RPA
How the Race to the Bottom Is Stressing the 401(k) System
How the Race to the Bottom Is Stressing the 401(k) System
Oct 28, 2024
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1 Min Read
byFred Barstein, The Retirement Adviser University,
HM-Truist-Team.jpg
RIA
$18B Homrich Berg Adds $4B Team from Truist
$18B Homrich Berg Adds $4B Team from Truist
Oct 28, 2024
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1 Min Read
byDiana Britton, Managing Editor
Lars Knudsen Hightower lawsuit RIA news
RIA
Hightower Drops Claim That Former Advisor Broke Non-Compete Clause
Hightower Drops Claim That Former Advisor Broke Non-Compete Clause
Oct 25, 2024
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1 Min Read
byPatrick Donachie, Senior Reporter
Cohen & Company CEO Chris Bellamy Lovell Minnick Partners private equity
RIA
Lovell Minnick Takes Stake in Cohen & Company
Lovell Minnick Takes Stake in Cohen & Company
Oct 25, 2024
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1 Min Read
byPatrick Donachie, Senior Reporter
handshake-money.jpg
RIA
DeVoe: Declining Interest Rates Will Spur More RIA M&A
DeVoe: Declining Interest Rates Will Spur More RIA M&A
Oct 24, 2024
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1 Min Read
byDiana Britton, Managing Editor
Raymond James office
IBD
Raymond James Nabs $1.3B Texas Advisor From Merrill Lynch
Raymond James Nabs $1.3B Texas Advisor From Merrill Lynch
Oct 24, 2024
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1 Min Read
byPatrick Donachie, Senior Reporter
Dougherty, Tedesco & Associates LPL
IBD
LPL Snags $800M Cincinnati Team From Osaic
LPL Snags $800M Cincinnati Team From Osaic
Oct 24, 2024
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1 Min Read
byDiana Britton, Managing Editor
Americana Partners CEO and Founding Partner Jason Fertitta
RIA
Lovell Minnick Takes Majority Stake in Dynasty Firm Americana Partners
Lovell Minnick Takes Majority Stake in Dynasty Firm Americana Partners
Oct 24, 2024
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1 Min Read
byPatrick Donachie, Senior Reporter
ballots election I voted stickers
Regulation & Compliance
Regulation, Wealth Management and the Elections
Regulation, Wealth Management and the Elections
Oct 24, 2024
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1 Min Read
byMark Quinn
Petso Financial Consultants
RIA
Modern Wealth Acquires $1.4B RIA in Idaho
Modern Wealth Acquires $1.4B RIA in Idaho
Oct 24, 2024
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1 Min Read
byDiana Britton, Managing Editor
Apollon founding partner and CEO Michael Dolberg
RIA
Merchant-Backed Apollon Adds $900M CIC Wealth
Merchant-Backed Apollon Adds $900M CIC Wealth
Oct 24, 2024
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1 Min Read
byDiana Britton, Managing Editor
corporate hands
RIA
Major RIAs Launch 'Net Positive' Consortium of Like-Minded Firms
Major RIAs Launch 'Net Positive' Consortium of Like-Minded Firms
Oct 23, 2024
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1 Min Read
byPatrick Donachie, Senior Reporter
John McQuown
Industry News & Trends
‘Mac’ McQuown, Banker Behind First Index Fund, Dies at 90
‘Mac’ McQuown, Banker Behind First Index Fund, Dies at 90
Oct 23, 2024
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1 Min Read
bySam Potter
Fidelity_Webinar_102324_iStock-1433076016.jpg
Insights & Analysis
Is it time to redefine "going independent"?
Is it time to redefine "going independent"?
Oct 23, 2024
nasaa-podium.jpeg
Regulation & Compliance
State Regulators Receive More Tips in 2023
State Regulators Receive More Tips in 2023
Oct 23, 2024
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1 Min Read
byDiana Britton, Managing Editor
RPA 401k Real Talk with Fred Barstein retirement news
RPA
401(k) Real Talk Episode 127: October 23, 2024
401(k) Real Talk Episode 127: October 23, 2024
Oct 23, 2024
byFred Barstein, The Retirement Adviser University,
Raymond James building
IBD
Raymond James Adds $1B Team From Merrill Lynch
Raymond James Adds $1B Team From Merrill Lynch
Oct 22, 2024
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1 Min Read
byDiana Britton, Managing Editor
LPL-Rich-Steinmeier.png
Career Moves
LPL Board Names Rich Steinmeier CEO
LPL Board Names Rich Steinmeier CEO
Oct 21, 2024
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1 Min Read
byDiana Britton, Managing Editor
Hightower office logo
RIA
Hightower Takes Majority Stake in Institutional Consultant NEPC
Hightower Takes Majority Stake in Institutional Consultant NEPC
Oct 21, 2024
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1 Min Read
byDiana Britton, Managing Editor

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