RIAs & Financial Advisors
55ip, InvestCloud Expand Partnership to Deliver Tax-Smart Unified Managed Accounts
55ip, a fintech company and wholly owned subsidiary of J.P. Morgan, and wealth-tech firm InvestClou...Read more
Sequoia Financial Acquires $406M Sterling Financial Group
Sequoia Financial Group, LLC has acquired Sterling Financial Group, Inc., a Pasadena-based independ...Read more
WealthTech Startup Nevis Secures $35M to Expand AI-Powered Advisor Platform
Nevis, an AI platform transforming wealth management operations, has raised $35 million in a Series...Read more
Lawmakers Reintroduce Bill to Simplify 401(k) Rollovers, Expand Annuity Options
A bipartisan group in Congress has reintroduced legislation aimed at making it easier for workers t...Read more
Allworth Financial Acquires $460M Wealth Management Firm
Allworth Financial has added a Massachusetts-based advisory firm, which oversees about $460 million...Read more
Wealth Enhancement Adds $532M Hybrid RIA
Wealth Enhancement has acquired an Indiana-based hybrid registered investment advisor, which overse...Read more
Vestmark, VanEck Partner to Deliver Custom, Tax‑Aware Model Portfolios
Vestmark, Inc. has announced a new partnership with VanEck to offer custom model portfolios to regi...Read more
BridgePort, Segal Marco Launch Digital Private Markets Diligence Platform
Fintech company BridgePort and Segal Marco Advisors have entered into a strategic collaboration to ...Read more
Waverly Advisors Boosts AUM to $3.1B with Latest Acquisition
Waverly Advisors, a registered investment advisor, has added certain business lines from Chicago-ba...Read more