RIAs & Financial Advisors
Waverly Advisors Acquires $5B Pacific Northwest Wealth Manager
Waverly Advisors, LLC has broadened its national footprint with the acquisition of Pacific Portfoli...Read more
HB Wealth Expands Footprint with New Charlotte Office, Five-Person UHNW Advisory Team
HB Wealth has expanded its national presence with the opening of a new office in Charlotte, North C...Read more
RIA Confidence Rebounds as Advisors Turn More Bullish on Markets, Survey Finds
Independent registered investment advisors (RIAs) are closing out the year on a more optimistic not...Read more
Estate Planning Linked to Better Mental Health, Confidence, and Family Communication
A new national survey suggests that peace of mind may come not from wellness apps or stress hacks�...Read more
Fitch Warns Public Pensions Still Vulnerable to Market Shock Despite Funding Gains
Strong market returns in recent years have improved funding levels for U.S. state and local defined...Read more
$4.8B Advisor Duo Launches Firm with Sanctuary Wealth
RIA Sanctuary Wealth has added an Atlanta-based advisory duo that oversees ...Read more
Sowell Management Partners with CRE Firm to Expand M&A and Exit Planning Services for FAs
Sowell Management, an Arkansas-based RIA overseeing more than $6 billion in client assets, has anno...Read more
Vestmark Partners with Capital Group to Expand Access to Customizable Model Portfolios
Vestmark, Inc. has partnered with asset manager Capital Group, making its model portfolios availabl...Read more
AssetMark to Acquire $3B Efficient Advisors, Expanding Asset Management Platform
AssetMark Financial Holdings, Inc. announced plans to acquire Efficient Advisors, LLC, an asset man...Read more