RIAs & Financial Advisors
IRS Boosts 401(k) Contribution Limit to $24,500; IRA Limit to $7,500
The IRS has announced that employees participating in 401(k), 403(b), most 457 plans...Read more
Edward Jones Adds New Partner Class, Sets Term Limit for Managing Partner
Edward Jones’ parent, The Jones Financial Companies, is expanding access to its partnership struc...Read more
Wealthspire Advisors Acquires $176M RIA
Wealthspire Advisors has added a New Jersey-based registered investment advisory firm, marking ...Read more
Dakota Wealth Management Purchases $455M Delaware RIA
Dakota Wealth Management has acquired Delaware-based Lokken Investment Group, a...Read more
Arete Wealth Partners with Pontera to Enhance Retirement Plan Management
Arete Wealth has teamed with Pontera, a fintech platform that enables financial advisors to se...Read more
AE Wealth Management Debuts Private Markets Platform for FAs
AE Wealth Management has launched its latest private markets platform, dub...Read more
Evergreen Wealth, Apex Fintech Solutions Partner to Boost Wealth Management Solutions
Tech-driven registered investment advisor Evergreen Wealth has collaborated with Apex Fin...Read more
Ex-Northwestern Mutual Advisor with $170M Hops to Carson Group
A wealth advisor overseeing about $170 million in total client assets has joined the Carson Group...Read more
GeoWealth Boosts UMA Offering with Private Model Marketplace
GeoWealth, a turnkey asset management platform, has debuted its private model marketplace, whic...Read more