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Robinhood to Pay $45M to Settle SEC Claims

Jan 13, 2025

MAI Acquires $662M California Firm

Jan 13, 2025

Kestra Names John Amore as Next President

Jan 13, 2025

Carson Launches Tax Strategy With Acquisition of $385M RIA

Jan 13, 2025

Raymond James Sues Former Intern, Alleging Harassment Campaign Against Reps

Jan 13, 2025

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Scenes from the 10th Annual WealthManagement.com Industry Awards

Sep 09, 2024

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Jan 03, 2023

Highlights

Mariner Adds $1B in AUA in Triple Deal

Jan 14, 2025

Mariner has acquired Cincinnati, Ohio-based Cassady Schiller Wealth, Englewood, Colo.-based Jenkins Wealth and Marlborough, Mass.-based...

Wealth Enhancement Group Adds $673M Pacific Northwest Firm

Jan 14, 2025

According to CEO Jeff Dekko, acquiring Northwest Investment Counselors will help Wealth Enhancement “better...

Spencer and Todd Knickerbocker Stonebrook Privagte

Elevation Point Stakes $750M Michigan RIA

Jan 14, 2025

The deal with Stonebrook Private represents Elevation Point’s first strategic investment since its inception in...

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$8B Balentine Sells 20% Stake to FJ Management

Jan 14, 2025

The investment from FJM, which has its roots in convenience stores, will help Balentine with succession planning and growth.

MAI Acquires $662M California Firm

Jan 13, 2025

Concentric Wealth Management represents MAI’s second West Coast acquisition in 2024.

Carson Launches Tax Strategy With Acquisition of $385M RIA

Jan 13, 2025

Debbie Taylor, who runs the 10-person Taylor Financial in Franklin Lakes, N.J., will lead Carson's new tax strategy.

Focus Financial Partners Rebrands Hub Firms

Jan 13, 2025

As a result of the changes, The Colony Group and Buckingham names will go away.

Snowden Lane Claws Back Majority Stake from Private Equity Owner

Jan 10, 2025

Two-thirds of the firm is now owned by remaining shareholders, including advisors and employees.

Captrust Snags $300M Houston RIA

Jan 10, 2025

With the addition of Wealth Covenant Group, Captrust now has 12 offices and 188 employees in Texas.

Cerity Acquires $4.1B Boston RIA

Jan 09, 2025

The deal with Prio Wealth will expand Cerity’s offerings for private and corporate clients in the Boston metro area.

Focus Hub SCS Financial Names New National Wealth Management Head

Jan 09, 2025

Adrienne Penta started work at the Boston-based SCS this week after spending 15 years at Brown Brothers Harriman.

Mariner Adds $292B Institutional Consulting Firm

Jan 09, 2025

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.

Coldstream Merges with Accounting Firm and RIA in Its Backyard

Jan 09, 2025

The combination with Harrison Berkman Claypool & Guard and its RIA enhances Coldstream’s existing tax and consulting practice and brings its total AUA to $11.1 billion.

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