WealthManagement Edge

The platform now includes more than a dozen fee-based alternative strategies, a comparable number of globally diversified passive strategies and five internal SMAs.

The Palm Financial Group has joined Baird’s Madison West office.

Previously affiliated with Mariner’s independent advisor platform, the Washington state firm brings 401(k), estate planning and insurance talent to Merit.

Understanding the activity of your peers will help you become a smarter advisor and a better steward for your clients.

The AI-enabled Savvy Wealth platform added Fidelity alongside Schwab in little more than a month.

Northwestern Mutual’s Trenton Hazen will lead the new division and develop retirement plan services at the $500 million RIA.

Waverly grows assets by 200% in two years, $34 billion Moneta adds a sixth office and $250 million in Boulder, Colo., and Kestra scores an Ameriprise team.

Sanctuary’s latest partner firm, M&K Legacy Wealth, comes over via advisor referral and is based in its own backyard.