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Mariner Wealth office
RIA
Mariner Adds $292B Institutional Consulting FirmMariner Adds $292B Institutional Consulting Firm

Cardinal Investment Advisors, an institutional consulting firm, will expand upon Mariner Institutional, a new division seeded last year when the RIA acquired two firms with that focus.

byDiana Britton, Managing Editor
Jan 9, 2025
|
1 Min Read
The Diamond Podcast for Financial Advisors 2024 recap
Career Moves
The Diamond Podcast for Financial Advisors: Insights on Goals, Growth, and Building Something GreatThe Diamond Podcast for Financial Advisors: Insights on Goals, Growth, and Building Something Great
byLouis Diamond
Jan 9, 2025
Coldstream Wealth Management
RIA
Coldstream Merges with Accounting Firm and RIA in Its BackyardColdstream Merges with Accounting Firm and RIA in Its Backyard
byDiana Britton
Jan 9, 2025
1 Min Read
Savvy Wealth CEO and co-founder Ritik Malhotra
RIA
Savvy Adds Four Advisors, Pushing AUM Over $1BSavvy Adds Four Advisors, Pushing AUM Over $1B
byDiana Britton
Jan 9, 2025
1 Min Read
edward jones
Regulation & Compliance
Edward Jones Will Pay $17M to Settle State Regulators’ InvestigationEdward Jones Will Pay $17M to Settle State Regulators’ Investigation
byPatrick Donachie
Jan 8, 2025
1 Min Read
BlackRock office
Industry News & Trends
BlackRock to Cut About 1% of Its Employees, Staff Memo SaysBlackRock to Cut About 1% of Its Employees, Staff Memo Says
Jan 8, 2025
1 Min Read
Bank of America Merrill Lynch
High Net Worth
Bank of America Forms Specialist Group Serving the Ultra-Wealthy
Bank of America Forms Specialist Group Serving the Ultra-Wealthy
Jan 8, 2025
|
1 Min Read
EP Wealth headquarters office RIA news
RIA
EP Wealth Acquires $1.6B Michigan Firm
EP Wealth Acquires $1.6B Michigan Firm
Jan 8, 2025
|
1 Min Read
byDiana Britton, Managing Editor
Cetera Advisor Networks President Tim Stinson FSI Chair
Regulation & Compliance
Cetera President Begins Term as FSI Board Chair
Cetera President Begins Term as FSI Board Chair
Jan 8, 2025
|
1 Min Read
byPatrick Donachie, Senior Reporter
Healthy Advisor Podcast Michelle Begina Snowden Lane
Career Moves
The Healthy Advisor: Betrayal on the Dock and the Road to Financial Independence With Michelle Begina
The Healthy Advisor: Betrayal on the Dock and the Road to Financial Independence With Michelle Begina
Jan 8, 2025
byDiana Britton, Managing Editor
sanctuary-wealth-new-logo-wall.jpg
Industry News & Trends
Sanctuary Attracts $700M Truist Team Focused on International Clients
Sanctuary Attracts $700M Truist Team Focused on International Clients
Jan 8, 2025
|
1 Min Read
byPatrick Donachie, Senior Reporter
Arun Anur Orion COO
WealthTech
Orion Hires COO From Rival Envestnet
Orion Hires COO From Rival Envestnet
Jan 7, 2025
|
1 Min Read
byDavis Janowski - Moderator, Senior Technology Editor
Mark Sullivan and Mary A. Lauritano
Industry News & Trends
UBS Loses Advisors to Procyon Partners, Raymond James
UBS Loses Advisors to Procyon Partners, Raymond James
Jan 7, 2025
|
1 Min Read
byPatrick Donachie, Senior Reporter
Campus Private Wealth founders Bill Milby and Jason Lindner
RIA
Campus Private Wealth Joins Kestra Private Wealth Platform
Campus Private Wealth Joins Kestra Private Wealth Platform
Jan 7, 2025
|
1 Min Read
byElaine Misonzhnik, Senior Editor, Investments
Carson Group building
Industry News & Trends
Carson Group Fully Acquires $1B Iowa Firm
Carson Group Fully Acquires $1B Iowa Firm
Jan 7, 2025
|
1 Min Read
byPatrick Donachie, Senior Reporter
merit-financial-office-wall.jpeg
Industry News & Trends
Merit Financial Acquires $739M Firm, Boosting Pennsylvania Footprint
Merit Financial Acquires $739M Firm, Boosting Pennsylvania Footprint
Jan 7, 2025
|
1 Min Read
byPatrick Donachie, Senior Reporter
businessmen on wall street
Investment
Can You Unmask These 10 Amazing Investors?
Can You Unmask These 10 Amazing Investors?
Jan 6, 2025
|
21 Slides
byJohn Kador
Marc Turansky head of investment advisory programs Citi Wealth
Industry News & Trends
Citi Wealth Hires J.P. Morgan Alum for New Advisory Program Role
Citi Wealth Hires J.P. Morgan Alum for New Advisory Program Role
Jan 6, 2025
|
1 Min Read
byPatrick Donachie, Senior Reporter
Lindsey Strawhecker Dynasty Financial Partners
RIA
Dynasty Adds Raymond James Veteran to Lead Transitions
Dynasty Adds Raymond James Veteran to Lead Transitions
Jan 6, 2025
|
1 Min Read
byDavid Bodamer, Executive Editor, Investments
Focus Financial Office
RIA
Focus Names Toronto Firm as Fifth 'Hub' in Consolidation Strategy
Focus Names Toronto Firm as Fifth 'Hub' in Consolidation Strategy
Jan 6, 2025
|
1 Min Read
byPatrick Donachie, Senior Reporter
Tim Tallach Homrich Berg
RIA
$18B Homrich Berg Brings in Leader of Family Office Services
$18B Homrich Berg Brings in Leader of Family Office Services
Jan 6, 2025
|
1 Min Read
byDiana Britton, Managing Editor
John Thiel
RIA
John Thiel’s New RIA Adds First Advisor Team
John Thiel’s New RIA Adds First Advisor Team
Jan 3, 2025
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1 Min Read
byDiana Britton, Managing Editor
sec-seal-new.jpg
Regulation & Compliance
SEC: California RIA's 'Portfolio Shield' Performance Claim Violated Marketing Rules
SEC: California RIA's 'Portfolio Shield' Performance Claim Violated Marketing Rules
Jan 3, 2025
|
1 Min Read
byDiana Britton, Managing Editor
sanctuary-wealth-new-logo-wall.jpg
Industry News & Trends
Sanctuary Wealth, EverNest Agree to Dismiss Lawsuit
Sanctuary Wealth, EverNest Agree to Dismiss Lawsuit
Jan 3, 2025
|
1 Min Read
byPatrick Donachie, Senior Reporter
graduation-caps-in-the-air.jpg
Career Moves
What Colleges and Student Borrowers Can Expect in 2025
What Colleges and Student Borrowers Can Expect in 2025
Jan 3, 2025
|
1 Min Read
Raymond James office
Industry News & Trends
Raymond James Adds $400M Alabama Advisor to Independent Division
Raymond James Adds $400M Alabama Advisor to Independent Division
Jan 2, 2025
|
1 Min Read
byDiana Britton, Managing Editor
dollars-clock-hands.jpg
High Net Worth
Key 2025 Dates For Your Clients' Personal Finances
Key 2025 Dates For Your Clients' Personal Finances
Jan 2, 2025
|
1 Min Read
Diane Buordo The Humphreys Group RIA merger
RIA
Two Bay Area Firms Merge to Create Nearly $500M RIA
Two Bay Area Firms Merge to Create Nearly $500M RIA
Jan 2, 2025
|
1 Min Read
byDiana Britton, Managing Editor
Diamond Podcast for Financial Advisors Mindy Diamond Bill Good Marketing
Marketing
The Diamond Podcast for Financial Advisors: How to Grow Bigger, Faster
The Diamond Podcast for Financial Advisors: How to Grow Bigger, Faster
Jan 2, 2025
byMindy Diamond, Columnist: Career Moves
Summit CEO Stan Gregor U.S. Gen. Jim Mattis
Career Moves
Insights from U.S. Gen. Jim Mattis at the Summit Growth Partners Conference
Insights from U.S. Gen. Jim Mattis at the Summit Growth Partners Conference
Jan 2, 2025
|
1 Min Read
Rich Hill Cohen & Steers
Real Estate
2025 Outlook Q&A: Active Management Key to Higher CRE Returns
2025 Outlook Q&A: Active Management Key to Higher CRE Returns
Dec 27, 2024
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1 Min Read
byElaine Misonzhnik, Senior Editor, Investments
robot AI stock market
WealthTech
2024 Year in Review: AI in Wealth Management Accelerates
2024 Year in Review: AI in Wealth Management Accelerates
Dec 27, 2024
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10 Slides
byWealthManagement.com Staff
Shannen Doherty Stand up for Cancer 2024
Estate Planning
2024 Year in Review: Celebrity Estate Planning Lessons
2024 Year in Review: Celebrity Estate Planning Lessons
Dec 27, 2024
|
8 Slides
byWealthManagement.com Staff
ACA Group President Carlo di Florio
Regulation & Compliance
2025 Outlook Q&A: Industry Regulation to Focus on Digital Assets
2025 Outlook Q&A: Industry Regulation to Focus on Digital Assets
Dec 26, 2024
|
1 Min Read
byPatrick Donachie, Senior Reporter
department of labor
Regulation & Compliance
2024 Year in Review: Another New Fiduciary Rule
2024 Year in Review: Another New Fiduciary Rule
Dec 26, 2024
|
9 Slides
byWealthManagement.com Staff

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