WealthManagement Edge

Two years after marrying, the firms now share the same name.

Brandon Corso will work from a new Baird office in the greater Washington, D.C., area.

The virtual platform is meant to streamline business administration and tech management for sub-$100 million advisors.

Ending last year on a high note, the self-styled ‘home for hybrids’ reached $9.5 billion in assets and launched an acquisition-focused OSJ model.

Mercer is picking up an Iowa practice with $275 million in assets in its second deal of the year.

Capital Management Group of New York represents Hightower’s first "strategic investment" of 2024.

The IBD has created a new RIA, BridgePort Financial Solutions, to execute on its flexible acquisition strategy; it launches with three transactions and $1 billion in assets under advisement.

Diversify adds more than $2 billion in AUM with the debut of its acquisitive employee model.

A 10-person team has left Securities America to harness technology, compliance and administrative support offered on the $2 billion RIA platform.

Managing Partner Leah Sciabarrasi will take on additional responsibilities in support of continued growth and increasing complexity at the $5.3 billion Focus Financial Partners firm.