RIAs & Financial Advisors
$515M PNC Private Bank Team Returns to LPL
LPL Financial announced that a team from PNC Private Bank Trust, which oversaw $515 million in advi...Read more
Cetera Partners with Wealthtech Platform
Cetera Financial Group, a financial advisor wealth hub owned by Cetera Holdings, announced a partne...Read more
RIA M&A Activity Remains Robust: Echelon
Mergers and acquisitions activity in the registered investment advisor industry remained strong in ...Read more
Wintrust Transitioning $16B to LPL’s Institutional Platform
LPL Financial Holdings Inc. and regional bank Wintrust Financial Corporation, a financial holding c...Read more
Cetera-Owned TRPG Acquires Kansas RIA
Cetera Holdings, which is backed by private equity firm Genstar Capital and the holding company of ...Read more
RayJay Adds $340M Morgan Stanley Team
Raymond James is expanding its footprint in South Florida, bringing on two Morgan Stanley financial...Read more
$450M Northwestern Mutual Team Unveils RIA Firm
David Eisenhauer, a financial advisor who managed over $450 million in client assets as an advisor ...Read more
Pathstone Tops $100B AUM with Colorado RIA Acquisition
Pathstone, a partner-owned registered investment advisory firm that provides family office services...Read more
UBS Private Wealth Lures $2B Merrill Lifers
UBS Private Wealth Management announced that Paramus, NJ–based Foley, DeLuise & Associates, w...Read more