RIAs & Financial Advisors
Edward Jones Expands SMA Offering with 53 New Accounts in UMA Program
Edward Jones has significantly expanded its Separately Managed Accounts (SMAs) lineup by adding 53 ...Read more
RBC Wealth Management Draws $500M FA from Goldman Sachs
RBC Wealth Management has lured a financial advisor from Goldman Sachs, where he oversaw about $500...Read more
Bluespring Wealth Partners Adds $364M RIA
Kestra Financial subsidiary Bluespring Wealth Partners, has acquired an Irving, TX-based registered...Read more
RIA M&A Hits Record-Breaking Pace in Q2 2025
The second quarter of 2025 set a new benchmark for mergers and acquisitions in the registered inves...Read more
Treasury Department Delays AML Rule Implementation for Investment Advisors
The U.S. Treasury Department’s Financial Crimes Enforcement Network (FinCEN) has suspended the po...Read more
SEI to Purchase Majority Stake in Stratos Wealth Holdings
SEI has agreed to buy a majority stake in Stratos Wealth Holdings, as the firm aims to bolster its ...Read more
Cetera Launches Line of AI Tools for FAs
Cetera Financial Group has introduced its latest artificial intelligence-driven tool, labeled Intel...Read more
Carson Group Partners with $200M Crescent Financial Advisors
Carson Group has collaborated with a South Carolina-based financial advisory firm, which manages ab...Read more
Dynasty Financial Unveils Wealth Platform for FAs
Dynasty Financial Partners has launched its wealth management-focused platform, dubbed the Investme...Read more