WealthManagement Edge

The combined RIA will operate under the Security Financial Management name and serve clients from five Florida locations.

The self-described digital family office has dramatically overshot recruitment goals with a spate of Empower expats.

Salameh, the Wealthies' CMO of the Year in 2023, will serve as chief growth officer at the hybrid RIA platform.

F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.

Serving as interim division head since 2022, Price will oversee organic growth and an accelerated acquisition strategy at the $10 billion firm.

Of all the options, organic growth allows advisors to retain the most autonomy and freedom from relying on luck or the whims of deal partners

Beltz Ianni & Associates left LPL to become the sixth firm acquired by the independent RIA since its April 2023 debut.

Lance and Gideon Drucker, who had been with Hornor, Townsend & Kent for over 40 years, will use Fidelity and Altruist for custody, and PKS for brokerage business.