RIAs & Financial Advisors
LPL Financial Unveils Strategic Partnership with First Horizon Bank
LPL Financial has entered into a strategic alliance with First Horizon Bank to bolster their wealth...Read more
Wealth.com Teams with Cetera to Deliver Estate Planning Tech to Over 12,000 FAs
Wealth.com, an estate planning platform, has partnered with Cetera Financial Group to bring its tec...Read more
New Advisor Joins Kestra PWS and Inspired Wealth Planning
Kestra Private Wealth Services (Kestra PWS), an Austin, TX-based hybrid registered investment advis...Read more
Carson Group Expands Network with New Partners in Louisiana, Arkansas
Carson Group announced the addition of financial advisors Abigail Hollar and Drew Johnson to its n...Read more
Mission Wealth Merges with $204M Minnesota Advisory Firm
Brown Wealth Management has merged with Mission Wealth Management, LP, marking Mission Wealth's sec...Read more
Cerity Partners Expands with $1.8B RIA Acquisition in SoCal
Cerity Partners, a New York-based firm, has revealed plans to acquire West Coast Financial, a regis...Read more
Mercer Adds Nearly $900M in Tennessee, Kentucky Deals
Mercer Global Advisors has acquired Vishria Bird Financial Group, LLC, a Memphis-based financial pl...Read more
Waverly Expands Northeast Reach with $400M GGM Wealth Buy
Waverly Advisors, LLC, a Birmingham, AL-based RIA, has acquired GGM Wealth Advisors, a Baltimore-ba...Read more
World Investment Advisors Unveils New Portfolio Management Platform
World Investment Advisors, LLC (World) introduced its World Managed Account Platform (WorldMAP), a ...Read more