RIA News

New RIA aggregator on the block, Transcend, formed by execs from Mercer and Budros, Ruhlin & Roe, partners with Lincoln Investment to invest in growing fee-only RIAs.

The partnership gives WEG's 360 advisors access to a customized version of the CAIS alternative investments platform.

Chicago-based and women-led, the former LPL affiliate will join SageView as it continues to build out its wealth management capabilities alongside retirement plans.

The new teams come from Private Advisor Group, Raymond James and New York Life subsidiary Eagle Strategies.  

The St. Louis–based firm launches its fourth location in four years.

The new platform bundles content generation and analytics, social media management and compliance features, among others.

Beverly Hills, Calif.–based RIA Beverly Hills Private Wealth, launched Friday by a $1 billion Merrill Lynch breakaway team, has chosen Goldman Sachs Advisor Solutions as its sole custodian.

Mercer's second acquisition announced this week brings in a Cincinnati-based firm with founders looking for a succession plan and more client services.

The RIA services platform has partnered with Allocate to give advisors options for venture capital funds and co-investments.

Eleventh acquisition of 2022 brings WEG’s total client assets to more than $57.7 billion.