RIAs & Financial Advisors
Stone Point Capital Closes Record $11.5B Financial Services Fund
Stone Point Capital has announced the final close of its largest fund to date, Trident X, securing ...Read more
More FAs Increasing Asset Allocation to Private Market Options, Blackstone Says
As various difficulties concerning market volatility and international conflicts continue to intens...Read more
LPL Acquires $450M Bell Wealth Partners from RayJay
LPL Financial has added a father-son advisor duo with $450 million in advisory, brokerage, and reti...Read more
Osaic Wealth Adds $400M BlueHaven Wealth Management
Osaic Wealth has added a financial advisor from Corebridge Financial, where he oversaw about $400 m...Read more
Fi3 Advisors Team with Opto to Offer Private Marketing for FAs
Registered investment advisor Fi3 Advisors has collaborated with Opto Investments, a wealthtech pla...Read more
iCapital Secures $820M in New Funding
iCapital announced it has raised more than $820 million in its latest funding round, bringing its p...Read more
Sanctuary Wealth Secures $580M Velorum Team from BMO
Sanctuary Wealth announced the addition of Velorum Wealth Management, an Indianapolis-based private...Read more
Modern Wealth Adds $700M Kaye Capital Management
Registered investment advisor Modern Wealth Management has added a financial advisory firm, which m...Read more
RBC Wealth Management Grabs $1.7B FA Team from UBS
RBC Wealth Management has lured an eight-person team that oversees $1.7 billion in client assets fr...Read more