RIAs & Financial Advisors
The Humphreys Group Merges with Treehouse Wealth Advisors
The Humphreys Group, a B-Corporation and boutique wealth management firm, announced a strategic mer...Read more
ETFs Set to Leap Mutual Funds Among Advisors: Cerulli
Financial advisors' dependence on exchange-traded funds is steadily rising, with client assets in t...Read more
Cetera Adds $231M Arizona Trio to Summit Financial Networks
Cetera Financial Group has added allwealth Planning, a three-advisor practice with $231 million in ...Read more
Opto Launches Private Markets Investing Tool
Opto Investments, a wealthtech platform for private markets, has launched its new Planner tool, w...Read more
Summit Financial Takes Minority Stake in $1.3B NC Asset Manager
Summit Financial, through its partnership model, Summit Growth Partners (SPG), has taken a minority...Read more
Corient to Buy Largest RIA in Maine
Corient, a wealth advisor and subsidiary of Toronto-based CI Financial Corp., has acquired Portland...Read more
Former JP Morgan Chase Advisor with $200M Book Bolts to LPL
LPL Financial, LLC announced that financial advisor Francisco J. Blanco has joined their broker-dea...Read more
Model Portfolio Adoption on the Rise Among FAs: State Street
Investor awareness and satisfaction with model portfolios has risen through the ranks given benefit...Read more
Constellation Closes $1B Debut Fund to Invest in Wealth Managers
Constellation Wealth Capital, the private equity firm that invests in wealth managers and establish...Read more