The industry’s elite firms are growing by design, not by default. Learn how to create intentional, scalable and repeatable growth at the RIA industry’s most impactful event.
The moves mark the latest examples of consolidation at the RIA aggregator; earlier this year, the firm merged The Colony Group with Buckingham Strategic Wealth.
Salomon & Ludwin has filed a lawsuit against former employees who launched Founders Grove Wealth Partners, claiming they breached employment contracts and stole trade secrets.
Wealthcare Capital Partners aims “to meet the needs of select advisors interested in joining Wealthcare.” It has already recruited a Towson, Md.-based advisor with nearly $141 million in assets.
Spain & Smith Wealth Advisors will be led by veteran Henry “Hank” Spain, who was most recently with Carnegie Investment Counsel. He’s joined by Dayna Smith, who comes from Frank Legan Advisors at Cedar Brook Group, an RIA affiliated with Cadaret...