RIAs & Financial Advisors

Carson Group Acquires SRQ Wealth, Marking 25th Fully Owned Carson Wealth Office
Carson Group, an Omaha, Nebraska-based wealth management firm overseeing $42 billion in assets, has...Read more
Ameriprise Launches Signature Wealth Program, Expanding UMA Offerings
Ameriprise Financial launched its Signature Wealth Program, a unified managed account (UMA) designe...Read more
Osaic Launches CapitalHub to Streamline Advisor Access to Lending Solutions
Osaic, Inc. has unveiled Osaic CapitalHub, a digital loan marketplace designed to connect its netwo...Read more
The Mather Group Expands Bay Area Presence Through $200M Pillar Wealth Acquisition
Chicago-based registered investment advisor The Mather Group, LLC (TMG) has acquired Pillar Wealth ...Read more
House Bill Proposes Independent Inspector General for FRTIB
A newly introduced House bill aims to enhance oversight of the Federal Retirement Thrift Investment...Read more
Ashton Thomas Expands San Francisco Presence with $900M Duo
Ashton Thomas Private Wealth, an Arax Investment Partners firm, announced the addition of Lance Mil...Read more
Insurance Assets Managed by Third Parties Soared to $4.5T in 2024
Unaffiliated general account insurance assets managed by third-party firms reached $4.5 trillion by...Read more
U.S. DOL Rescinds 2022 Crypto Guidance, Adopts Neutral Stance on 401(k) Plans
The U.S. Department of Labor (DOL) has officially rescinded its 2022 compliance guidance that advis...Read more
Integrated Partners Adds $370M Corey Wealth Partners, Expanding Greater Boston Footprint
Integrated Partners, a national financial planning and registered investment advisory firm with ove...Read more