RIAs & Financial Advisors
WEG Adds Two Northeast Offices with $341M Hybrid RIA Acquisition
Minneapolis-based independent wealth management giant Wealth Enhancement Group has acquired First C...Read more
SageView Advisory Group CEO to Be Replaced by SVB Private Executive
Retirement plan-focused registered investment advisor SageView Advisory Group CEO and founder Randy...Read more
RIA Investor Merchant Takes Stake in $600M Boutique Asset Manager
Merchant Investment Management, a serial investor in registered investment advisory firms, has take...Read more
SkyView 1 Unveils Digital Banking Platform for RIAs, IBDs
SkyView Partners, an investment bank and specialty lender for registered investment advisory firms ...Read more
Rockefeller Nabs $878M Financial Advisory Team
Rockefeller Global Family Office, the wealth management unit of Rockefeller Capital Management, ann...Read more
UBS Recruits Another Merrill Team with $640M in Assets
UBS Wealth Management USA recruited a four-person advisory team formerly at Merrill Lynch that mana...Read more
NewEdge Wealth Launches Third-Party Platform for Ultra Rich
NewEdge Wealth, a $6.9 billion Stamford, CT-based registered investment advisor has rolled out a ne...Read more
LPL Unveils Direct Indexing Service for Financial Advisors
LPL Financial announced the availability of direct indexing within the firm's Model Wealth Portfoli...Read more
WiserAdvisor Acquires Advisor Ratings Platform Indyfin
WiserAdvisor, a Fairfax, VA-based investor referral generation platform for financial advisors and ...Read more