Merrill Lynch Team Breaks Away to Launch RIA Steadmont Advisors Jan 16, 2024 The Birmingham, Ala.-based team of four managed $420 million at the wirehouse before going independent with Dynasty Financial Partners. Constellation Stakes Perigon Wealth Jan 16, 2024 Karl Heckenberg’s new RIA investment firm has taken a minority stake in Perigon, as Merchant Investment Management exits. Oracle Private Wealth Joins Summit Financial Jan 16, 2024 The $300 million multi-family office with an all-female staff joins Summit's equity partnership platform. Focused on the Future: Teri Shepard on the Key to Advancing Women in Wealth Management Jan 12, 2024 The Carson Group president discusses how she and the company are investing in women. RIA Roundup: MAI Picks Up $1.4B RIA in Cincinnati Jan 12, 2024 At least 10 deals, representing more than $8 billion in transacted assets, were announced this week along with a rebrand and two RIA launches. Walkner Condon Financial Advisors: The Pros and Cons of Consolidating a Tech Stack Jan 12, 2024 Clint Walkner of $560 million AUM Walkner Condon likes the scope of an all-in-one platform but at times misses some best-of-breed tools. Load More first previous … 60 61 62 63 64 65 66 67 68 … next last Load More
Constellation Stakes Perigon Wealth Jan 16, 2024 Karl Heckenberg’s new RIA investment firm has taken a minority stake in Perigon, as Merchant Investment Management exits. Oracle Private Wealth Joins Summit Financial Jan 16, 2024 The $300 million multi-family office with an all-female staff joins Summit's equity partnership platform. Focused on the Future: Teri Shepard on the Key to Advancing Women in Wealth Management Jan 12, 2024 The Carson Group president discusses how she and the company are investing in women. RIA Roundup: MAI Picks Up $1.4B RIA in Cincinnati Jan 12, 2024 At least 10 deals, representing more than $8 billion in transacted assets, were announced this week along with a rebrand and two RIA launches. Walkner Condon Financial Advisors: The Pros and Cons of Consolidating a Tech Stack Jan 12, 2024 Clint Walkner of $560 million AUM Walkner Condon likes the scope of an all-in-one platform but at times misses some best-of-breed tools. Load More first previous … 60 61 62 63 64 65 66 67 68 … next last Load More
Oracle Private Wealth Joins Summit Financial Jan 16, 2024 The $300 million multi-family office with an all-female staff joins Summit's equity partnership platform. Focused on the Future: Teri Shepard on the Key to Advancing Women in Wealth Management Jan 12, 2024 The Carson Group president discusses how she and the company are investing in women. RIA Roundup: MAI Picks Up $1.4B RIA in Cincinnati Jan 12, 2024 At least 10 deals, representing more than $8 billion in transacted assets, were announced this week along with a rebrand and two RIA launches. Walkner Condon Financial Advisors: The Pros and Cons of Consolidating a Tech Stack Jan 12, 2024 Clint Walkner of $560 million AUM Walkner Condon likes the scope of an all-in-one platform but at times misses some best-of-breed tools. Load More first previous … 60 61 62 63 64 65 66 67 68 … next last Load More
Focused on the Future: Teri Shepard on the Key to Advancing Women in Wealth Management Jan 12, 2024 The Carson Group president discusses how she and the company are investing in women. RIA Roundup: MAI Picks Up $1.4B RIA in Cincinnati Jan 12, 2024 At least 10 deals, representing more than $8 billion in transacted assets, were announced this week along with a rebrand and two RIA launches. Walkner Condon Financial Advisors: The Pros and Cons of Consolidating a Tech Stack Jan 12, 2024 Clint Walkner of $560 million AUM Walkner Condon likes the scope of an all-in-one platform but at times misses some best-of-breed tools. Load More first previous … 60 61 62 63 64 65 66 67 68 … next last Load More
RIA Roundup: MAI Picks Up $1.4B RIA in Cincinnati Jan 12, 2024 At least 10 deals, representing more than $8 billion in transacted assets, were announced this week along with a rebrand and two RIA launches. Walkner Condon Financial Advisors: The Pros and Cons of Consolidating a Tech Stack Jan 12, 2024 Clint Walkner of $560 million AUM Walkner Condon likes the scope of an all-in-one platform but at times misses some best-of-breed tools. Load More first previous … 60 61 62 63 64 65 66 67 68 … next last Load More
Walkner Condon Financial Advisors: The Pros and Cons of Consolidating a Tech Stack Jan 12, 2024 Clint Walkner of $560 million AUM Walkner Condon likes the scope of an all-in-one platform but at times misses some best-of-breed tools. Load More first previous … 60 61 62 63 64 65 66 67 68 … next last Load More