WealthManagement Edge

The new platform bundles content generation and analytics, social media management and compliance features, among others.

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Beverly Hills, Calif.–based RIA Beverly Hills Private Wealth, launched Friday by a $1 billion Merrill Lynch breakaway team, has chosen Goldman Sachs Advisor Solutions as its sole custodian.

Mercer's second acquisition announced this week brings in a Cincinnati-based firm with founders looking for a succession plan and more client services.

The RIA services platform has partnered with Allocate to give advisors options for venture capital funds and co-investments.

Eleventh acquisition of 2022 brings WEG’s total client assets to more than $57.7 billion.

Edelman expands advisor network in Northern California market as firm 'selectively' accelerates inorganic growth.

With Florida acquisition, MAI Capital Management breaks into the retirement plan space, part of strategy to more than triple AUM over next four years; the firm also announced addition of Florida-based $140M AUM advisor.

Savant Wealth Management adds $730 million in assets as CEO Brent Brodeski pursues five-year, five-fold growth plan.

Latest acquisition follows a $4 million technology overhaul bringing client data in-house. It adds two new offices and establishes Merit’s presence in the greater Seattle area.