RIA News

Andrew Selu is the latest Edelman employee to move to Overland Park, Kan.-based Prime Capital. Several former Edelman advisors have sued to break non-solicitation contracts this year.

The acquisitions of Chapel & Collins and Waypoint Capital Advisors expand Mercer's footprints in the Denver and Minneapolis areas, respectively.

Exclusive interview with Hightower CEO Bob Oros and NEPC’s Managing Partner Mike Manning.

Advisors Scott Bailey, Scott Cislo and Murray Kinlaw have joined Fifth Third Wealth Advisors, the RIA launched by Fifth Third Bank in 2022.

The acquisition of M&R Capital Management represents its sixth New Jersey location and 15th deal of 2024.

The RIA has taken a stake in Aris Investing, a tech-enabled SMA platform, which is powering the new program.

Christopher Ayer, a former senior vice president at Pallas Capital Advisors, will bring his expertise working with closely-held business owners.

Uptick’s founders are so confident in their non-protocol transition process that they will forgo their profit margin until an advisor gets back to 100% revenue.

Mark and Steven Resnik have teamed up to lead Burling Wealth Partners, a Chicago RIA with over $750 million in AUM.

The RIA industry recorded the highest monthly volume on record for M&A deals, which DeVoe & Company attributed to firms’ anticipation of interest rate cuts.