RIAs & Financial Advisors
Greenspring Advisors Merges with Wealthstream Advisors to Create $10B Firm
RIAs Greenspring Advisors and Wealthstream Advisors have merged in an all-stock transaction t...Read more
Allworth Financial Expands into Boston with $850M Shorepoint Acquisition
Allworth Financial has acquired Shorepoint Capital Partners, LLC, a Norwood, Massachusetts-based RI...Read more
Ex-Edward Jones FA Team with $300M Jumps to Ameriprise Financial
Ameriprise Financial has added a women-led financial advisory firm, which manages about $300 mill...Read more
Carson Group Fully Acquires $358M Carson Wealth Pittsburgh Office
Carson Group has taken full ownership of a Pennsylvania-based Carson Wealth office that oversees m...Read more
Robo-Advisors Market Set to More Than Double to $3.2T by 2033: Report
Robo-advisors, already valued at $1.4 trillion in 2024, are poised for explosive growth over the ne...Read more
CAIS Expands Alts Menu with Strategies from Leading Global Asset Managers
CAIS, the alternative investment platform serving independent financial advisors, announced an expa...Read more
Dynasty Financial Partners Secures $125M Credit Facility
Dynasty Financial Partners announced the closing of a $125 million corporate credit facility, backe...Read more
Lovell Minnick Partners Acquires Majority Stake in Merchant Industry
Merchant Industry (MI), LLC, a provider of payment acceptance solutions to more than 15,000 small a...Read more
Ares Management Purchases Minority Stake in EP Wealth
Torrance, CA-based EP Wealth Advisors has agreed to sell a minority stake to asset manager Ares Man...Read more