WealthManagement Edge

The new lawsuit comes several weeks after the RIA acquirer dropped its claims against Lars Knudsen. The firm claimed the advisor had broken his restrictive covenants after being fired.

Called Model Select and focused primarily on ETFs, the program already manages $5 billion in assets.

There's a new paradigm in wealth management.

This represents Captrust’s first large deal this year and its sixth Massachusetts acquisition since 2019.

The firm hired Todd Fithian, co-founder and CEO of The Legacy Companies, to lead its expansion into Canada.

Fresh off its acquisition of a $45 billion RIA, Pathstone taps former Schwab exec Eddie Brown to lead its organic growth and business development initiatives.

While it joins a profusion of AI-powered communications applications, the startup's advisors have plenty of industry experience.

A new Cerulli report lists integrated technology platforms and advisor succession planning among the top reasons RIAs find consolidators attractive.

Icon Wealth Partners, Edge Capital Partners, Seasons of Advice Wealth Management and One Charles Private Wealth have all filed to leave the pact this month.