RIAs & Financial Advisors
Sammons Financial Group to Acquire $8B Wealthcare from NewSpring Holdings
Sammons Financial Group has entered into a definitive agreement to acquire Wealthcare Capital Manag...Read more
Commonwealth Partners with Wealth.com to Enhance Estate Planning Capabilities
Commonwealth Financial Network® has announced a strategic partnership with Wealth.com, a digital e...Read more
Envestnet Appoints Sean Meighan as Head of RIA Distribution
Envestnet appointed Sean Meighan as Head of RIA Distribution, a new role designed to strengthen sup...Read more
Mercer Advisors Bolsters Oklahoma City Presence with $2B Full Sail Capital Acquisition
Mercer Global Advisors, Inc has acquired Full Sail Capital, an Oklahoma City-based wealth manager w...Read more
Merit Enters Utah with Acquisition of $281M RCM Investments
Merit Financial Advisors has expanded its national footprint with the acquisition of RCM Investment...Read more
Focus Partners Wealth Acquires Churchill Management in First Post-Rebrand Deal
Focus Financial Partners Inc. announced that its Focus Partners Wealth division will acquire Church...Read more
FINRA Proposes Increase to Broker Gift Limit for First Time in 30 Years
The Financial Industry Regulatory Authority (FINRA) has filed a proposal with the U.S. Securities a...Read more
Arax Investment Partners Acquires $4B Michigan RIA
Arax Investment Partners, a wealth and asset management platform backed by RedBird Capital Partners...Read more
Third View Private Wealth Launches with Advisors Managing $1B in Assets
Third View Private Wealth, a newly established registered investment advisor, has officially opened...Read more