RIA Edge

Prospera Generational Wealth leverages internal and outsourced talent to offer the firm's wealthiest families a broader range of services.

WPCG and HGGC have partnered up again, this time in Dallas, to support an inorganic growth strategy at a well-positioned RIA.

Morningstar research finds trust, communication and behavioral guidance may be more important to client retention than returns on investment.

Allworth has acquired Tridea Advisors, a local RIA with $341 million in assets, and Capital Point Financial Group, a Glenview, Ill.- and Sarasota, Fla.-based firm with $280 million in assets.

Also this week, DSJ has created a new RIA, Buckingham picked up a Detroit firm, Atria poached an Osaic team with $420 million, and St. Louis-based Krilogy announced three acquisitions in 2023.

Featured in Pt. 1 of this week’s roundup: Rockefeller Global Family Office, MAI Capital Management, The AmeriFlex Group and Private Advisor Group.

Captrust completed nine deals last year; four of them were in the Lone Star State.