WealthManagement Edge

Patrick Lawlor will help execute on Savant’s five-year growth plan, which includes an accelerated M&A strategy.

If a sale to private equity firm Clayton, Dubilier & Rice is approved at $53/share, Focus will cease to be a publicly-traded company.

Sanctuary Wealth held a grand opening for its new East Coast headquarters on Madison Avenue in New York City.

For XO Wealth Management, the partnership with Slate Hill will provide access to family office services and enhance its ability to tap into the private equity space.

PAG gets a new CEO; Pitcairn takes on a new role; Commonwealth adds $230 million team from Advisor Group; Carson Wealth moves into Missouri; Focus firm announces second deal this month; and Dynasty Financial partners with an insurance provider.

Securian’s retail wealth business, including some $72.2 billion is assets across more than 30 independent firms and 1,000 financial professionals, will become a 'distinct community' within Cetera Advisor Networks.

Proactive ways to attract and retain diverse talent from Plancorp's chief talent officer.

It may be time for wealth management firms to adjust fees, take that crypto course and hire a junior advisor, according to a new Fidelity report.

What's driving RIA valuations? These factors are what smart buyers look for, and smart sellers keep in mind at all times, says Dynasty's CEO.