RIA Edge

Gladstone Wealth Partners, an LPL-affiliated hybrid RIA, teams up with Integrity Marketing Group to 'transform' financial planning.

Mercer Advisors’ latest acquisition completes the succession plan of Mallard's founder, William Starnes.

Beachwood, Ohio–based RIAs MGO Investment Advisors and One Seven have merged, with Merchant Investment Management taking a minority stake in the new entity.

Heber Fuger Wendin Investment Advisors, with $8.6 billion in assets, brings to Mariner its client roster of community banks and credit unions.

Private equity–backed Clearstead completes its sixth acquisition in seven years, bringing its total assets under advisement close to $32 billion.

Genstar-backed insurance and wealth management firm Alera Group is on track to reach its goal of $10 billion AUM by 2023, according to the firm.

With recent backing from insurer MassMutual, Kudu now has minority investments in 19 asset and wealth managers in the U.S. and abroad.

The brokerage’s head count dropped a slight 1%, primarily due to Steward Partners moving out of its b/d; the RIA continues to custody assets with Raymond James.

Fincadia Group was attracted to Arete Wealth's bespoke alternatives offerings for HNW clients, including a partnership with art investment platform Masterworks.

The firm is giving the business-building tools away for free to all advisors, with an eye toward building client communities around the platform.