RIA Edge

Edelman Financial Engines' current chief, Larry Raffone, will transition to chairman, effective in August.

A trio from the former Signature Bank will operate as an independent team associated with a branch of Cadaret Grant.

While fluctuating capital markets may have caused buyers to become more selective, the talk of slowing RIA M&A activity has been overexaggerated, and valuations remain high for growing firms, said panelists at the RIA Edge conference last week.

Launches, acquisitions and affiliations were all announced in the RIA landscape this week, as were some key people moves.

Swenson is leaving Dynasty Financial Partners after building the platform for more than 12 years, along with Chief Client Officer Austin Philbin.

Client-driven independence, surprising partnerships and evolving tech will define the 'greatest time to be a financial advisor,' according to the founder of Dynasty Financial Partners.