RIAs & Financial Advisors
Surge in Private Market Adoption Among Wealthy Investors, Led by Millennials, Goldman Survey Finds
A new study by Goldman Sachs Asset Management reveals a significant shift in how high-net-worth (HN...Read more
Rockefeller Announces Recapitalization at $6.6B Valuation
Rockefeller Capital Management has announced a recapitalization valuing the firm at over $6.6 billi...Read more
Captrust Adds $3.1B Cobblestone Capital Advisors
Captrust Financial Advisors has acquired Rochester, NY-based Cobblestone Capital Advisors, marking ...Read more
ETF Market Surges Past $11T Amid Outflows from Mutual Funds
The exchange-traded fund (ETF) market has officially surpassed $11 trillion in total assets, propel...Read more
Ameriprise Financial Draws $110M FA Team from LPL Financial
A Miami, FL-based wealth management team, which oversees roughly $110 million in client assets, has...Read more
$20B Merit Financial Advisors Marks 50th Acquisition with Obsidian Planning Solutions
Merit Financial Advisors, one of the most active acquirers in the independent wealth management spa...Read more
NorthRock Partners Buys $2.7B California RIA
NorthRock Partners has acquired Roseville, CA-based WGG Wealth Partners, an advisory team that over...Read more
Hightower Launches Signature Wealth, a New DTC Advisor Channel
Hightower announced the launch of Hightower Signature Wealth (HTSW), its first national d...Read more
Beacon Pointe Advisors Expands Mid-Atlantic Presence with Acquisition of The Family Firm
Beacon Pointe Advisors has acquired The Family Firm, an $857 million advisory practice headquartere...Read more