RIAs & Financial Advisors
RIA Custodian Altruist Raises $169M in Series E Funding
Altruist, an LA-based custodian for registered investment advisors raised $169 million in Series E ...Read more
SEIA Acquires $2B Cleveland RIA
Signature Estate & Investment Advisors (SEIA), a Los-Angeles based registered investment adviso...Read more
LPL Recruits $860M Duo from Lincoln Financial
LPL Financial announced that advisors at Strategic Wealth Partners have joined its broker-dealer, R...Read more
Sanctuary Wealth to Buy $12.5B tru Independence
Sanctuary Wealth, an Indianapolis-based independent broker-dealer, has acquired tru Independence, a...Read more
FAs Reallocate to Private Credit from Public Fixed Income
Independent financial advisors are turning to private credit strategies. Notably, 60% are planning ...Read more
Cetera Names Avantax Executive to Head Corporate Development
Cetera Financial Group, a network of RIAs and independent broker/dealers, named mergers & acqui...Read more
Cresset Adds Two JP Morgan Teams to San Francisco
Cresset Capital Mangement has recruited two new advisory teams that managed approximately $5 billio...Read more
BREAKING NEWS: GTCR to Take AssetMark Private in $2.7B Deal
AssetMark Financial Holdings, Inc. (AMK), a wealth management technology platform for financial adv...Read more
$415M Delaware Team from PNC Moves to LPL
LPL Financial announced that financial advisors Chris Mukoda, Brad Travis, Jr., and David Crouse ha...Read more