WealthManagement Edge

Adopting an adaptive approach to retirement planning acknowledges the dynamic nature of spending patterns and emphasizes flexibility in financial strategies.

Heald Financial Advisors and Claricity Wealth became Stratos Private Wealth in its first expansion since the division launched last spring.

A group of former Merrill Lynch advisors have launched Fairvoy Private Wealth in Birmingham, Ala.

On the heels of a brand refresh and updated name, Steward says it welcomed a “fleet” of advisors in January and February.

Jim Cahn is also moving into a new role, while Dan Stampf was brought in from Empower to head up a new products team.

It was a remarkable week in the already indefatigable RIA market, with at least 14 deals announced, two new launches and more than $22 billion in transacted assets.