Genstar-backed insurance and wealth management firm Alera Group is on track to reach its goal of $10 billion AUM by 2023, according to the firm.

With recent backing from insurer MassMutual, Kudu now has minority investments in 19 asset and wealth managers in the U.S. and abroad.

The brokerage’s head count dropped a slight 1%, primarily due to Steward Partners moving out of its b/d; the RIA continues to custody assets with Raymond James.

Fincadia Group was attracted to Arete Wealth's bespoke alternatives offerings for HNW clients, including a partnership with art investment platform Masterworks.

The firm is giving the business-building tools away for free to all advisors, with an eye toward building client communities around the platform.

Captrust's Rush Benton sees no slowdown in deals on the horizon, despite the lull in the economy.

Carson taps former LPL market strategist to advance its investment platform and research capabilities.

The New York–based team from Fieldpoint Private Securities takes its $230 million in client assets to the Sanctuary platform.

MAI Capital Management rounds out its sports and entertainment arm with the addition of Intersect Wealth in San Ramon, Calif.

$10B AUM Sequoia Financial Group will be the first RIA to use CogniCor's AI-enhanced workflow automation tools.