WealthManagement Edge

Uptick’s founders are so confident in their non-protocol transition process that they will forgo their profit margin until an advisor gets back to 100% revenue.

Mark and Steven Resnik have teamed up to lead Burling Wealth Partners, a Chicago RIA with over $750 million in AUM.

The RIA industry recorded the highest monthly volume on record for M&A deals, which DeVoe & Company attributed to firms’ anticipation of interest rate cuts.

Aspen Standard Wealth has taken a majority stake in Summitry, a $2.8 billion RIA, as it aims to hold wealth management firms permanently and solve some of their pain points.

Thiel has founded the new RIA alongside a number of former Merrill veterans.

Omaha-based Homan Wealth Advisors will join Colony's Buckingham Strategic Wealth.

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

Stout, who sold her firm to OneDigital in 2021, will lead Prime Capital Retirement and Prime Capital Wellness.

The deal with Family Asset Management expands Sequoia’s Southeast footprint and represents its seventh acquisition since 2023.

The core four-person advisor support network.