RIAs & Financial Advisors
Creative Planning to Acquire SageView, Creating $640B Wealth and Retirement Powerhouse
Creative Planning has agreed to acquire SageView Advisory Group, one of the nation’s leading reti...Read more
Edelman Financial Engines Purchases $300M Wisconsin RIA
Edelman Financial Engines, a wealth planning and investment advisory firm, has acquired Eau Cla...Read more
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