RIAs & Financial Advisors
DOL Suspends Enforcement of 2024 Independent Contractor Rule Amid Review
The U.S. Department of Labor (DOL) has announced it has ceased enforcing its controversial 2024 ind...Read more
$29B MAI Capital Management Partners with iCapital to Enhance Custom Alts Platform
MAI Capital Management has announced a partnership with global fintech platform iCapital to enab...Read more
Northern Advisory Group Brings $300M in Assets to LPL Financial
LPL Financial LLC has expanded its network with the addition of 10 financial advisors from Northern...Read more
Americana Partners Expands With $1.5B Morgan Stanley Advisory Team
Americana Partners, a Houston-based firm in the Dynasty Financial Partners network, has recruited a...Read more
Blackstone Private Wealth Appoints Jennifer Abate to Lead RIA Channel
Blackstone Private Wealth has named Jennifer Abate as Senior Managing Director and Head of its Regi...Read more
CW Advisors Boosts AUM by $1.4B with Dual RIA Acquisitions
CW Advisors, LLC (CWA), a Boston-based registered investment advisor, acquired Wolf Group Capital A...Read more
Merit Acquires $597M Virtual Financial Planning Firm
Merit Financial Advisors has acquired Safeguard Wealth Management, boosting its digital marketing c...Read more
TRPG Boosts Inorganic Growth with Three Q1 Acquisitions
The Retirement Planning Group (TRPG), Cetera’s employee-based registered investment advisor, comp...Read more
EP Wealth Expands SoCal Presence with $230M Acquisition
EP Wealth Advisors has acquired NBS Financial Services, bolstering its Westlake Village, CA office ...Read more