RIAs & Financial Advisors
$250M FA Hops to LPL from Osaic Wealth
LPL Financial has lured a financial advisor from Osaic Wealth, where he oversaw about $250 million ...Read more
RBC Wealth Management Acquires Two Firms with $570M in Combined Assets
RBC Wealth Management has acquired two wealth firms from Janney Montgomery Scott, with combined ass...Read more
$225M FA Jumps to Sanctuary Wealth from Edward Jones
Sanctuary Wealth has added a financial advisor from Edward Jones, where he oversaw about $225 milli...Read more
Morningstar Debuts Private Market Integration Tools to Support Alts Advisor Adoption
Morningstar, Inc. has launched a suite of new features within its Direct Advisory Suite — the nex...Read more
Altruist Unveils Rebrand as Platform Growth Accelerates
Altruist, the fast-growing RIA custodian now serving nearly 5,000 financial advisors, has announced...Read more
Focus Partners Wealth Acquires $239M David Wealth Management
Focus Financial Partners Inc. has announced that its Focus Partners Wealth division will acquire Da...Read more
Wealthfront Files Confidentially for IPO as Fintech Public Market Momentum Rebuilds
Wealthfront has confidentially submitted a draft registration statement to the U.S. Securities and ...Read more
DayMark Wealth Partners Adds $350M Advisory Group
Dynasty Financial Partners affiliate firm DayMark Wealth Partners has added an advisor team, which ...Read more
Pontera, BridgeFT Partner to Bolster WealthTech Capabilities
Fintech firm Pontera has partnered with BridgeFT, a wealthtech platform to allow financial advisors...Read more