RIAs & Financial Advisors
Bluespring Taps Pradeep Jayaraman as President
Pradeep Jayaraman was named president of Bluespring Wealth Partners, an acquirer of independent reg...Read more
LPL Financial Acquires $9B NJ RIA
LPL Financial LLC has acquired The Investment Center, Inc., a Bedminster, NJ-based broker-dealer ...Read more
DFA Alums Unveil Growth, Succession Platform for RIAs
Parkwoods Wealth Partners, LLC announced its official launch, introducing a new platform designed t...Read more
Mercer Advisors Acquires $412M Connecticut Wealth Manager
Mercer Global Advisors, Inc. has acquired Benchmark Wealth Management, LLC, an Old Lyme, CT-based a...Read more
IEQ Capital Acquires EPIQ to Form $32B Multifamily Office
IEQ Capital acquired EPIQ Capital Group in a deal that will form a combined $32 billion multifamily...Read more
$150M Advisor Who Closed RIA Shop Heads to LPL
LPL Financial LLC announced that Kelly Compton has joined its broker-dealer, RIA and custodial plat...Read more
$400M Former Merrill Team Jumps to Sanctuary Wealth
Sanctuary Wealth, a firm that provides financial advisors with an independent platform, added TOVA ...Read more
$693M Ex-Morgan Stanley FA Team Heads to RBC
RBC Wealth Management has bolstered its Ohio footprint with the addition of The Paradigm Group, a f...Read more
Cetera Names Avantax President to Lead Cetera Solutions Arm
Cetera Financial Group appointed Avantax, Inc. president Todd Mackay as president of its Cetera Sol...Read more