The Diamond Podcast for Financial Advisors: The Evolution of Berman Capital Advisors Sep 26, 2024 Justin Berman details the thinking behind his move from Goldman Sachs to independence in 2010, followed by the merger with Cresset Asset Management. Former Dakota Executive Carina Diamond Joins $1.7B RIA Gries Sep 26, 2024 Diamond will also serve as Chief Growth Officer for Gries’ parent company, The 4100 Group Financial Services. Carson Wealth Acquires $400M Montana RIA Sep 26, 2024 Carson Wealth establishes its second Billings, Mont. location with the acquisition of True North Financial. Mercer Advisors Hires New Chief People Officer Sep 24, 2024 Elizabeth Hioe, a former McKinsey executive, replaces Martine Lellis, who was promoted to principal of M&A partner development in May. Summit Financial Stakes 2 RIAs With $470M in Assets Sep 24, 2024 The advisory firm takes minority stakes in BFG Wealth and Canon Capital Wealth Management. Kingswood Acquires $1B Eudaimonia Group Sep 24, 2024 The deal adds 17 advisors to Kingswood’s RIA, as well as a turnkey asset management platform. Longtime Osaic Advisor Departs for NewEdge Sep 23, 2024 Debra Brennan Tagg was with Osaic for 25 years before jumping to NewEdge. Portland-Based Vista Capital Partners Names New CEO Sep 17, 2024 Dougal Williams has been with the $2.5 billion wealth management firm since 2004, previously serving as chief wealth officer and lead advisor. EP Wealth Grows Southeast Hub with $1.1B Atlanta Firm Sep 17, 2024 The acquisition of CornerCap Investment Counsel is another step on EP Wealth’s path to becoming a nationwide RIA, according to CEO Ryan Parker. RIA Edge Podcast: Talent Development and Client Engagement with Nate Lenz Sep 17, 2024 Concurrent's Nate Lenz describes the firm's unique model for allowing advisors to thrive while maintaining their brand identity. Load More first previous … 6 7 8 9 10 11 12 13 14 … next last Load More
Former Dakota Executive Carina Diamond Joins $1.7B RIA Gries Sep 26, 2024 Diamond will also serve as Chief Growth Officer for Gries’ parent company, The 4100 Group Financial Services. Carson Wealth Acquires $400M Montana RIA Sep 26, 2024 Carson Wealth establishes its second Billings, Mont. location with the acquisition of True North Financial. Mercer Advisors Hires New Chief People Officer Sep 24, 2024 Elizabeth Hioe, a former McKinsey executive, replaces Martine Lellis, who was promoted to principal of M&A partner development in May. Summit Financial Stakes 2 RIAs With $470M in Assets Sep 24, 2024 The advisory firm takes minority stakes in BFG Wealth and Canon Capital Wealth Management. Kingswood Acquires $1B Eudaimonia Group Sep 24, 2024 The deal adds 17 advisors to Kingswood’s RIA, as well as a turnkey asset management platform. Longtime Osaic Advisor Departs for NewEdge Sep 23, 2024 Debra Brennan Tagg was with Osaic for 25 years before jumping to NewEdge. Portland-Based Vista Capital Partners Names New CEO Sep 17, 2024 Dougal Williams has been with the $2.5 billion wealth management firm since 2004, previously serving as chief wealth officer and lead advisor. EP Wealth Grows Southeast Hub with $1.1B Atlanta Firm Sep 17, 2024 The acquisition of CornerCap Investment Counsel is another step on EP Wealth’s path to becoming a nationwide RIA, according to CEO Ryan Parker. RIA Edge Podcast: Talent Development and Client Engagement with Nate Lenz Sep 17, 2024 Concurrent's Nate Lenz describes the firm's unique model for allowing advisors to thrive while maintaining their brand identity. Load More first previous … 6 7 8 9 10 11 12 13 14 … next last Load More
Carson Wealth Acquires $400M Montana RIA Sep 26, 2024 Carson Wealth establishes its second Billings, Mont. location with the acquisition of True North Financial. Mercer Advisors Hires New Chief People Officer Sep 24, 2024 Elizabeth Hioe, a former McKinsey executive, replaces Martine Lellis, who was promoted to principal of M&A partner development in May. Summit Financial Stakes 2 RIAs With $470M in Assets Sep 24, 2024 The advisory firm takes minority stakes in BFG Wealth and Canon Capital Wealth Management. Kingswood Acquires $1B Eudaimonia Group Sep 24, 2024 The deal adds 17 advisors to Kingswood’s RIA, as well as a turnkey asset management platform. Longtime Osaic Advisor Departs for NewEdge Sep 23, 2024 Debra Brennan Tagg was with Osaic for 25 years before jumping to NewEdge. Portland-Based Vista Capital Partners Names New CEO Sep 17, 2024 Dougal Williams has been with the $2.5 billion wealth management firm since 2004, previously serving as chief wealth officer and lead advisor. EP Wealth Grows Southeast Hub with $1.1B Atlanta Firm Sep 17, 2024 The acquisition of CornerCap Investment Counsel is another step on EP Wealth’s path to becoming a nationwide RIA, according to CEO Ryan Parker. RIA Edge Podcast: Talent Development and Client Engagement with Nate Lenz Sep 17, 2024 Concurrent's Nate Lenz describes the firm's unique model for allowing advisors to thrive while maintaining their brand identity. Load More first previous … 6 7 8 9 10 11 12 13 14 … next last Load More
Mercer Advisors Hires New Chief People Officer Sep 24, 2024 Elizabeth Hioe, a former McKinsey executive, replaces Martine Lellis, who was promoted to principal of M&A partner development in May. Summit Financial Stakes 2 RIAs With $470M in Assets Sep 24, 2024 The advisory firm takes minority stakes in BFG Wealth and Canon Capital Wealth Management. Kingswood Acquires $1B Eudaimonia Group Sep 24, 2024 The deal adds 17 advisors to Kingswood’s RIA, as well as a turnkey asset management platform. Longtime Osaic Advisor Departs for NewEdge Sep 23, 2024 Debra Brennan Tagg was with Osaic for 25 years before jumping to NewEdge. Portland-Based Vista Capital Partners Names New CEO Sep 17, 2024 Dougal Williams has been with the $2.5 billion wealth management firm since 2004, previously serving as chief wealth officer and lead advisor. EP Wealth Grows Southeast Hub with $1.1B Atlanta Firm Sep 17, 2024 The acquisition of CornerCap Investment Counsel is another step on EP Wealth’s path to becoming a nationwide RIA, according to CEO Ryan Parker. RIA Edge Podcast: Talent Development and Client Engagement with Nate Lenz Sep 17, 2024 Concurrent's Nate Lenz describes the firm's unique model for allowing advisors to thrive while maintaining their brand identity. Load More first previous … 6 7 8 9 10 11 12 13 14 … next last Load More
Summit Financial Stakes 2 RIAs With $470M in Assets Sep 24, 2024 The advisory firm takes minority stakes in BFG Wealth and Canon Capital Wealth Management. Kingswood Acquires $1B Eudaimonia Group Sep 24, 2024 The deal adds 17 advisors to Kingswood’s RIA, as well as a turnkey asset management platform. Longtime Osaic Advisor Departs for NewEdge Sep 23, 2024 Debra Brennan Tagg was with Osaic for 25 years before jumping to NewEdge. Portland-Based Vista Capital Partners Names New CEO Sep 17, 2024 Dougal Williams has been with the $2.5 billion wealth management firm since 2004, previously serving as chief wealth officer and lead advisor. EP Wealth Grows Southeast Hub with $1.1B Atlanta Firm Sep 17, 2024 The acquisition of CornerCap Investment Counsel is another step on EP Wealth’s path to becoming a nationwide RIA, according to CEO Ryan Parker. RIA Edge Podcast: Talent Development and Client Engagement with Nate Lenz Sep 17, 2024 Concurrent's Nate Lenz describes the firm's unique model for allowing advisors to thrive while maintaining their brand identity. Load More first previous … 6 7 8 9 10 11 12 13 14 … next last Load More
Kingswood Acquires $1B Eudaimonia Group Sep 24, 2024 The deal adds 17 advisors to Kingswood’s RIA, as well as a turnkey asset management platform. Longtime Osaic Advisor Departs for NewEdge Sep 23, 2024 Debra Brennan Tagg was with Osaic for 25 years before jumping to NewEdge. Portland-Based Vista Capital Partners Names New CEO Sep 17, 2024 Dougal Williams has been with the $2.5 billion wealth management firm since 2004, previously serving as chief wealth officer and lead advisor. EP Wealth Grows Southeast Hub with $1.1B Atlanta Firm Sep 17, 2024 The acquisition of CornerCap Investment Counsel is another step on EP Wealth’s path to becoming a nationwide RIA, according to CEO Ryan Parker. RIA Edge Podcast: Talent Development and Client Engagement with Nate Lenz Sep 17, 2024 Concurrent's Nate Lenz describes the firm's unique model for allowing advisors to thrive while maintaining their brand identity. Load More first previous … 6 7 8 9 10 11 12 13 14 … next last Load More
Longtime Osaic Advisor Departs for NewEdge Sep 23, 2024 Debra Brennan Tagg was with Osaic for 25 years before jumping to NewEdge. Portland-Based Vista Capital Partners Names New CEO Sep 17, 2024 Dougal Williams has been with the $2.5 billion wealth management firm since 2004, previously serving as chief wealth officer and lead advisor. EP Wealth Grows Southeast Hub with $1.1B Atlanta Firm Sep 17, 2024 The acquisition of CornerCap Investment Counsel is another step on EP Wealth’s path to becoming a nationwide RIA, according to CEO Ryan Parker. RIA Edge Podcast: Talent Development and Client Engagement with Nate Lenz Sep 17, 2024 Concurrent's Nate Lenz describes the firm's unique model for allowing advisors to thrive while maintaining their brand identity. Load More first previous … 6 7 8 9 10 11 12 13 14 … next last Load More
Portland-Based Vista Capital Partners Names New CEO Sep 17, 2024 Dougal Williams has been with the $2.5 billion wealth management firm since 2004, previously serving as chief wealth officer and lead advisor. EP Wealth Grows Southeast Hub with $1.1B Atlanta Firm Sep 17, 2024 The acquisition of CornerCap Investment Counsel is another step on EP Wealth’s path to becoming a nationwide RIA, according to CEO Ryan Parker. RIA Edge Podcast: Talent Development and Client Engagement with Nate Lenz Sep 17, 2024 Concurrent's Nate Lenz describes the firm's unique model for allowing advisors to thrive while maintaining their brand identity. Load More first previous … 6 7 8 9 10 11 12 13 14 … next last Load More
EP Wealth Grows Southeast Hub with $1.1B Atlanta Firm Sep 17, 2024 The acquisition of CornerCap Investment Counsel is another step on EP Wealth’s path to becoming a nationwide RIA, according to CEO Ryan Parker. RIA Edge Podcast: Talent Development and Client Engagement with Nate Lenz Sep 17, 2024 Concurrent's Nate Lenz describes the firm's unique model for allowing advisors to thrive while maintaining their brand identity. Load More first previous … 6 7 8 9 10 11 12 13 14 … next last Load More
RIA Edge Podcast: Talent Development and Client Engagement with Nate Lenz Sep 17, 2024 Concurrent's Nate Lenz describes the firm's unique model for allowing advisors to thrive while maintaining their brand identity. Load More first previous … 6 7 8 9 10 11 12 13 14 … next last Load More
