RIA Edge

A family practice leaves Raymond James to launch an independent RIA, Edelman Financial Engines picks up a $225M firm in its first deal of the year and six other announcements this week.

After a year and a half of high-level upheaval and no reported asset growth, Sanctuary has brought in a 30-year Morgan Stanley vet to lead East Coast expansion.

Advisors are overdelivering services such as health care, estate and business planning, while falling short in the areas their clients most desire.

Creative Planning announces its first acquisition since it agreed to buy Goldman Sachs' Personal Financial Management business.

Two affiliated wealth management firms are merging with Coldstream Wealth Management to expand its client services.

Congress completes first acquisition since CI Financial sold its stake to Audax, two Indiana firms merge to create $750 million AUM Wellington Wealth, a 10-person team leaves Ameriprise for OneSeven and NewEdge Wealth adds to Bay Area office.