WealthManagement Edge

RIA Edge

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Facet Adds to Exec Team as Markets Downshift

Jun 29, 2022

Buoyed by Series C capital raise, Facet Wealth adds four new executive hires, hoping conflict-free advice for the masses resonates in a turbulent market.

401(k) Real Talk Episode 22: June 29, 2022

Jun 29, 2022

Open, honest and candid discussions about the latest news in the RPA industry.

RPA EDGE: Rick Shoff on Adding Value to Clients Through Partner Collaboration

Jun 28, 2022

Captrust's Rick Shoff talks about the future of financial advisors partnering with retirement plan advisors.

MAI Capital Management Acquires Winfield Associates

Jun 28, 2022

MAI Capital Management absorbs a Cleveland team with $368 million in AUM.

RIA Edge Podcast: The RIA M&A 2022 Mid-Year Outlook

Jun 28, 2022

Alaris Acquisitions CEO Allen Darby discusses the current state of M&A activity and valuations and offers perspectives on how the remainder of 2022 will take shape.

Advisor Innovations: Shirl Penney on The Modern Independent Advisor

Jun 28, 2022

The president and CEO of Dynasty Financial Partners discusses the history and ecosystem of the independent financial advisor movement.

Oklahoma, Texas Firms Merge to Become Gaddis Premier Wealth Advisors

Jun 27, 2022

Hybrid wealth management firms combine to form $350 million AUM RIA serving North Texas and Oklahoma markets.

RPA EDGE: Peter Campagna on Finding The Right Partner When Selling Your RPA Business

Jun 27, 2022

Wise Rhino Partner Peter Campagna discusses the future of RPA M&A transactions.

6 Meridian Invests in Next-Gen With Eight New Partners

Jun 24, 2022

HIghtower's Wichita, Kan.–based wealth management firm more than doubles partners with next-gen promotions, plans one-to-one mentorship program.

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