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.
Bruce F. Fitzsimmons and Jamie Rich have joined Quotient Wealth Partners, a Dynasty-backed RIA launched last month by another group of Goldman Sachs PFM defectors.
Los Angeles and Washington, D.C. area firms managing more than $1 billion in collective assets at Janney Montgomery Scott and Wells Fargo have joined Rockefeller’s wealth management arm.
Snowden Lane adds UBS duo with $200M in assets, PCIA moves into Memphis, another rebrand is announced and women are named to key roles at Choreo, Lido and Carson.
A family practice leaves Raymond James to launch an independent RIA, Edelman Financial Engines picks up a $225M firm in its first deal of the year and six other announcements this week.
After a year and a half of high-level upheaval and no reported asset growth, Sanctuary has brought in a 30-year Morgan Stanley vet to lead East Coast expansion.
Congress completes first acquisition since CI Financial sold its stake to Audax, two Indiana firms merge to create $750 million AUM Wellington Wealth, a 10-person team leaves Ameriprise for OneSeven and NewEdge Wealth adds to Bay Area office.
