RIAs & Financial Advisors
Beacon Pointe Acquires $944M Massachusetts Wealth Manager
Beacon Pointe Advisors has expanded its East Coast presence with the acquisition of Sensible Financ...Read more
CAIS Partners with LODAS to Launch Secondary Marketplace for Private Funds
CAIS, an alternative investment platform for financial advisors, has teamed with technology company...Read more
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