WealthManagement Edge

With the addition of the $600 million firm, Kestra is on track for its "best year ever."

The minority investment brings Valeas alongside Kudu Investment Management as the $10 billion AUM firm pursues an inorganic growth strategy.

Amid the Gray Resignation, these steps will help advisory firms recruit and retain fresh talent.

New RIA aggregator on the block, Transcend, formed by execs from Mercer and Budros, Ruhlin & Roe, partners with Lincoln Investment to invest in growing fee-only RIAs.

The partnership gives WEG's 360 advisors access to a customized version of the CAIS alternative investments platform.

Chicago-based and women-led, the former LPL affiliate will join SageView as it continues to build out its wealth management capabilities alongside retirement plans.

The new teams come from Private Advisor Group, Raymond James and New York Life subsidiary Eagle Strategies.  

The St. Louis–based firm launches its fourth location in four years.

The conversation shouldn’t be about “How are we going to get more?” it needs to be, “What do we want more of?”