RIAs & Financial Advisors
$2.1B Former RayJay Team Heads to LPL
LPL Financial LLC has added The Noble Group, a $2.1 billion wealth management firm formerly with Ra...Read more
Mercer Advisors Buys $523M North Carolina Wealth Manager
Mercer Global Advisors, Inc. has acquired $523 million North Carolina-based Kiely Wealth Advisory G...Read more
Private Advisor Group Affiliate Buys $93M Firm
Private Advisor Group announced Artemis Wealth Advisors, an affiliate of the wealth management firm...Read more
Arete Wealth Teams with Fintech Platform Luma
Arete Wealth, a full-service hybrid broker-dealer and registered investment advisor, announced a pa...Read more
$150M Former Osaic Duo Moves to LPL to Launch New Practice
LPL Financial LLC announced that advisors Jeff Minucci and David Ryzman have joined the firm’s b...Read more
Carson Wealth Partners with $400M Montana Practice
Carson Wealth has formed a strategic partnership with True North Financial, now known as Carson Wea...Read more
Vestmark, BlackRock Join Forces to Enhance Custom Model Portfolios for RIAs
Vestmark, Inc., a wealth management software and services provider has partnered with BlackRock to ...Read more
Janney Rolls Out Portfolio Construction Tool for FAs
Janney Montgomery Scott has implemented a proprietary portfolio construction tool for its advisors,...Read more
Kestra Adds $200M Five-Person Advisory Practice
Kestra Financial has added SZC Financial Planning & Management, a $200 million five-person prac...Read more