RIAs & Financial Advisors
Creative Planning Adds $900M Marshall Financial Group
Creative Planning has acquired another Pennsylvania-based registered advisor firm to its roster...Read more
Goldman Sachs, T. Rowe Roll Out First Co-Branded Models for Advisors
Goldman Sachs Asset Management and T. Rowe Price have launched the first co-branded model portfolio...Read more
RIA Cerity Partners Take Minority Stake with Alts Deal in Nasdaq Private Market
Cerity Partners, a registered investment firm with over $144 billion in total c...Read more
Ex-Commonwealth FA Team Jumps to Independent Financial Partners
Hybrid registered investment advisory firm Independent Financial Partners has added ...Read more
House Passes INVEST Act Aimed at Expanding Accredited Investor Access
The House of Representatives has approved a wide-ranging capital formation package that would loose...Read more
Lido Advisors Acquires $500M California Wealth Management Firm
Lido Advisors has acquired a California-based wealth management firm, which&nbs...Read more
Mercer Advisors Adds $260M Portland-based RIA
Mercer Global Advisors, Inc. has acquired Thompson Advisory Services, a Portland, Oregon�...Read more
Advisors Cement Alternatives as a Core Portfolio Pillar
Alternative investments have officially entered the financial mainstream, according to the fourth a...Read more
The Ultra-Wealth Wave: Firms Adapt as UHNW Clients Redefine Service Expectations
Ultra-high-net-worth (UHNW) families—those with $20 million or more in financial assets—now rep...Read more