RIA News

Paul Simons created his new RIA on the Dynasty Financial Partners platform.

After leaving BNY Mellon | Pershing over the summer, Crafford and colleague Morgan McGovern have landed at Karl Heckenberg’s new RIA investment company.

Associated RIA and CPA firms add seven new employees and an office in Clinton, South Carolina.

Abacus Life is betting big on its longevity- and lifespan-based approach to financial planning.

Savvy snaps up Schwab advisor, LaSalle St. adds former Atria OSJ, Perigon Wealth buys Vegas shop and other news from Modern Wealth, Freestone Capital and Thurston Springer.

California-based accounting firm Windes will leverage Integrated Partners’ platform to provide more comprehensive services for complex clients through a new wealth management practice.

The newest additions are the second and third teams to jump to Snowden Lane Partners from within the independent channel.

The acquisition of Daniels + Tansey adds advisory, investment and tax expertise to Creative Planning.

The acquisition of Sevenich, Butler, Gerlach & Brazil is the first in an M&A strategy focused on accounting firms and relationship managers.

With a niche focus on Taft-Hartley retirement plan sponsors, Mammini Company left Lincoln Investment to support an ambitious growth plan.