WealthManagement Edge

Once the deal closes later this year, the combined RIA will have $32 billion in assets under management.

Minneapolis-based advisor Denver Gilliand has left Hightower to start his own RIA, among other new launches this week.

Javier Altimari, a former senior director and portfolio manager at Oppenheimer & Co., will be instrumental in building out Americana Partners International, the RIA’s new division serving international UHNW clients.

Advisor Katie Medina and her team launch TOVA Wealth, with Sanctuary's support, while John Terrion leaves Merrill to join RBC's Boulder, Colo. office.

Megan Glover will lead the RIA's human resources functions as it grows to more than 500 employees nationwide.

Over the last year, Swenson has been expanding Osaic’s options for advisors who want to operate without a FINRA license.

The more than $50 million investment in Bleakley will help the hybrid RIA launch an equity ownership program for its advisors and enter the M&A game.

TradePMR poaches four technology hires in an effort to deepen integrations, improve the user experience and better compete with the big custodians.