RIA Edge

Exencial picked up a $500 million Austin firm in its third acquisition since 2020.

With 15 deals announced and another three the firm says are expected, 2023 stands as the second-most active in WEG’s history.

Wealthspire's Mike LaMena discusses his journey, his firm's offerings and multi-generational planning.

Ritik Malhotra is the co-founder and CEO at Savvy Wealth.

In the latest RIA news, Carson Group, Lido Advisors, Snowden Lane Partners, Buckingham Strategic Wealth, Savvy Advisors and Cetera all announced deals this week.

After rejoining the protocol earlier this year, Cresset is doing an about face and will leave the agreement effective Jan. 1, suggesting to some legal observers an ownership transition may be on the horizon.