WealthManagement Edge

The agreement to buy GM Advisory Group will add more than $6 billion in client assets to the NFP-owned RIA.

Carson Group replaced its chief technology officer with a four-person technology team as the firm moves to embrace AI-enabled efficiencies.

LPL's 'liquidity and succession' program aims to ease the economic burden of internal succession for practices, while capturing a larger share of the independent advisory market.

Pitcairn CEO Leslie Voth is passing the torch of the century-old firm to Andrew Busser in November.

Dealmaking in the RIA space picked up in the third quarter, a sign we're headed for a period of increased activity, according to DeVoe & Co.

NFP grew its wealth and retirement business in Utah, R&R left Avantax for Commonwealth, tru Independence launched its 4th firm of 2023 and Johnson Financial, LPL and Kestra all made announcements this week.