With its deal to acquire Oakbridge Partners, Homrich Berg doubles down on its market position in Atlanta. It also brings the firm into the M&A market for $1 billion-plus RIAs.

The three advisors joining the $23 billion firm will expand Cresset Asset Management’s West Palm Beach, Atlanta and Chicago offices.

Envestnet's 2021 Advisor Summit and Informa Connect's RIA Edge are among the first Choir Certified and Inaugural Partner conferences: those working toward raising the visibility of women, nonbinary people and people of color onstage.

The commission argued Pennsylvania-based Ambassador Advisors breached its fiduciary duty by investing client funds in mutual fund share classes with 12b-1 fees when more affordable options were available.

Under the opt-in program, an advisor agrees to contribute a portion of their revenue, typically between 10% and 20%, in exchange for upfront cash and equity in Merchant-backed Private Advisor Group.

The fintech plans to use the additional capital to hire more staff and build a geospatial analytics platform.

Co-founder and outgoing CEO Jud Mackrill will remain with the firm as managing partner.

The deal continues WEG's expansion into California, representing the acquirer's sixth transaction in the state since June 2021, bringing its total client assets to $55.1 billion.

Dario will lead organic growth efforts for the Aquiline-backed SageView’s $4 billion wealth management business.