RIAs & Financial Advisors
Stratos Adds $400M Through RPI Acquisition
Stratos Wealth Enterprises has acquired RPI Financial Life Planners, adding approximately $400 mill...Read more
PGIM Taps Yaqub Ahmed Head of DC Solutions
PGIM has appointed Yaqub “Qub” Ahmed head of Defined Contribution Solutions, placing a veteran ...Read more
Cetera Financial Lures $420M FA Team from Commonwealth
Cetera Financial Group has scooped up an advisory practice with $420 million in assets under admini...Read more
Wealth Enhancement Buys $644M RIA in Washington
Wealth Enhancement has scooped up a Washington-based independent registered investment advisory fir...Read more
Firms Deploying AI at Scale Are Pulling Ahead
Audit and advisory firms embedding artificial intelligence across most client engagements are repor...Read more
Stevens Capital Partners Tops $800M AUM, Acquires Dallas CPA Practice
Stevens Capital Partners has surpassed $800 million in assets under management less than six years ...Read more
NewEdge Wealth Adds FA Team in Houston
Registered investment advisor NewEdge Wealth, has added a financial advisory team in Houston, marki...Read more
IFP Adds Two Former Commonwealth Firms With More Than $400M in AUA
Independent Financial Partners has recruited Van Horn Financial Services and Severn Financial Advis...Read more
Advisors Accelerate Alts Allocations Despite Growing Operational Barriers
Financial advisers are increasing their alternative investment allocations even as confidence in th...Read more