WealthManagement Edge

After leaving BNY Mellon | Pershing over the summer, Crafford and colleague Morgan McGovern have landed at Karl Heckenberg’s new RIA investment company.

Associated RIA and CPA firms add seven new employees and an office in Clinton, South Carolina.

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

Abacus Life is betting big on its longevity- and lifespan-based approach to financial planning.

As situations change, Jeff Nauta has found that the technology has to sometimes do the same at $528 million AUM Henrickson Nauta Wealth Advisors.

Savvy snaps up Schwab advisor, LaSalle St. adds former Atria OSJ, Perigon Wealth buys Vegas shop and other news from Modern Wealth, Freestone Capital and Thurston Springer.

Advisory firms planning multiple mergers need a standardized system.