RIA Edge

The new location will be opened by the end of this year, and will house Good Life Founder and CEO Conor Delaney.

The deal is the latest example of Focus Financial’s consolidation efforts and will bring Kovitz to more than $24 billion in client assets.  

Dangers abound when wealth enterprises celebrate founders over advisors.

Starfox Financial Services represents Wealth Enhancement Group's sixth location in Texas, bringing its total assets to over $85 billion.

Rianka Dorsainvil has launched YGC Wealth, while Lazetta Braxton has moved on to The Real Wealth Coterie.

The Yarza Group will work out of Snowden Lane’s office in Coral Gables, Fla. The team boosts the firm’s AUM to $13 billion.

The new additions include Jennifer Geoghegan, who previously served as The Colony Group’s first chief marketing officer, and Tony Ling, a former managing director at private equity firm Corsair Capital. 

Mariner is suing three advisors who recently left to join Savvy Wealth's RIA affiliate. In the suit, Mariner argues Savvy poaches books of business without “regard to contractual obligations.”

Dallas-based Fortis Wealth Advisors will use Goldman Sachs for custody.

Daniel Lee and Dylan Kremer join IEQ as managing directors and have roots at First Republic, the bank IEQ’s founders walked out of in 2019.