RIAs & Financial Advisors
CW Advisors Expands East Coast Presence with Two Strategic Deals
CW Advisors, LLC (CWA), a Boston-headquartered registered investment advisor, has acquired Delta Fi...Read more
BlackRock Unveils New Platform Blending Public and Private Market Assets
BlackRock has rolled out an investment platform that enables financial advisors to manage both publ...Read more
Wealth Enhancement Acquires $4.3B Marcum Wealth
Wealth Enhancement, a Minneapolis-based RIA, announced its acquisition of Marcum Wealth, a Clevelan...Read more
CFPs Caution: 2025 Tax Shifts May Derail Clients’ Financial Plans
With key provisions of the Tax Cuts and Jobs Act (TCJA) set to expire on December 31, 2025, Certifi...Read more
LPL Adds $275M California FA Team from Ameriprise
LPL Financial LLC has welcomed financial advisors Larry Hubbard, Craig Conner, and Jade Maasch to i...Read more
Pure Financial Advisors Acquires $567M Washington FA Firm
Pure Financial Advisors, LLC has acquired Personal Investment Management, Inc. (PIM), a Washington-...Read more
Cetera Partners with Bank of Hawai’i for Its Investment, Insurance Unit
Cetera Financial Institutions, a division of Cetera Investment Services, has entered into a network...Read more
AssetMark Unveils Succession Planning Program
AssetMark, has launched its new succession planning program, Ascent. Designed to support financial ...Read more
Nearly 78% of Advisors to Shift Toward Fee-Based Services by 2026
By 2026, over three-quarters of the wealth management industry—77.6%, to be exact—is projected ...Read more