WealthManagement Edge

A family practice leaves Raymond James to launch an independent RIA, Edelman Financial Engines picks up a $225M firm in its first deal of the year and six other announcements this week.

Orion Advisor Solutions’ chief behavioral officer explains why advisors should employ “human-first” thinking in their practices at annual Nitrogen conference.

The new marketing campaign uses Nitrogen’s “Risk Numbers” to help advisors drive traffic to its “Risk Assessment Questionnaire” and capture leads.

After a year and a half of high-level upheaval and no reported asset growth, Sanctuary has brought in a 30-year Morgan Stanley vet to lead East Coast expansion.

Advisors are overdelivering services such as health care, estate and business planning, while falling short in the areas their clients most desire.

Creative Planning announces its first acquisition since it agreed to buy Goldman Sachs' Personal Financial Management business.