RIAs & Financial Advisors
Many Investors Still Unaware They Pay Investment Fees, FINRA Survey Finds
The wealth management industry runs on asset-based and service fees — yet a significant share of ...Read more
Waverly Advisors Adds Pennsylvania Firm
Waverly Advisors, a registered investment advisor, has added a Pennsylvania-based wealth manag...Read more
Cetera Financial FA Team Bolts for Osaic
Osaic Wealth has added a South Carolina-based wealth management firm, which oversees about $22...Read more
Procyon Acquires $500M Wealth Management Firm
Connecticut-based registered investment advisor Procyon Partners, has acquired OLV I...Read more
Wealth Enhancement Acquires $2.2B Midwest Hybrid RIA
Wealth Enhancement has acquired L.M. Kohn & Company, a Cincinnati-headquartered hybri...Read more
Grantd Rolls Out Equity Compensation Advice Program
Grantd, an AI-backed equity compensation and planning platform, has launched its equ...Read more
401GO Raises $33M Series B to Scale Integrated 401(k) Platform
401GO, a fully integrated 401(k) platform, has secured $33 million in Series B funding led by growt...Read more
Summit Financial Takes Minority Stake in $500M Ivy Wealth Management
Summit Financial Holdings has purchased a minority investment stake in Rhode Is...Read more
Mercer Advisors Expands Mid-Atlantic Footprint with Glass Jacobson Acquisition
Mercer Advisors has acquired Glass Jacobson Wealth Advisors, a Maryland-based wealth management fir...Read more