RIAs & Financial Advisors
$220M Father-Son Wealth Team Moves to LPL
LPL Financial LLC announced that Trimp Wealth Management, led by father-and-son financial advisors ...Read more
Envestnet, State Street Expand Model Portfolios, Direct Indexing Offerings
Envestnet, in collaboration with State Street Global Advisors (SSGA), announced an expansion of dir...Read more
Lincoln Financial to Sell 10% Stake to Bain Capital for $825M
Lincoln Financial and Bain Capital have announced a long-term strategic partnership, with Bain Capi...Read more
Bluespring Wealth Partners Unveils New Leadership Appointments
Bluespring Wealth Partners, LLC, an Austin, TX-based firm specializing in the acquisition and suppo...Read more
Modern Wealth Boosts AUM by $1B with Pair of California Acquisitions
Modern Wealth Management, a registered investment advisory (RIA) firm headquartered in Monterey, CA...Read more
Carson Group Fully Acquires $314M Carson Wealth Michigan Location
Carson Group revealed its complete acquisition of Mommaerts Mahaney Financial Services. The Marquet...Read more
RIA M&A Activity Shatters First-Quarter Record
DeVoe & Company reported that Registered Investment Advisor (RIA) mergers and acquisitions (M&a...Read more
Aspen Standard Wealth Buys $2.9B New England Private Wealth Advisors
Aspen Standard Wealth, a holding company that acquires registered investment advisory (ria) firms, ...Read more
Zocks Raises $13.8M for AI Platform for FAs
Zocks, a San Francisco-based AI platform tailored for financial advisors, has raised $13.8 million ...Read more