RIAs & Financial Advisors
Waverly Acquires $900M Buckingham Advisors
Waverly Advisors, LLC has acquired Buckingham Advisors, an investment advisory firm with more than ...Read more
RIA Consolidators Reach $1.5T in AUM, “Redefining” Industry: Report
Registered investment advisor (RIA) consolidators have significantly expanded over the past decade,...Read more
Mercer Adds $1.7B to AUM with Two Deals
Mercer Global Advisors, Inc announced two acquisitions that added almost $1.7 billion in combined a...Read more
Osaic Adds $180M Buffalo FA Team
Osaic, Inc., announced the addition of Nova Wealth, a Buffalo, NY-based independent wealth manager,...Read more
Axos Clearing Teams with Envestnet for Managed Accounts
Axos Clearing, a clearing firm and subsidiary of Axos Financial Inc., announced a strategic partner...Read more
Kestra PWS Adds Former UBS SVP to Independent Platform
Kestra Private Wealth Services (Kestra PWS), a hybrid registered investment advisor and subsidiary ...Read more
Callan Family Office Launches Tax Overlay Program for UHNW Clients
Callan Family Office, a $6.5 billion Philadelphia-based registered investment advisor, recently lau...Read more
LPL Poaches Another Osaic Team with $410M Book
LPL Financial LLC has added $410 million Westlake Village, CA-based Nexus Wealth Partners to its b...Read more
Cetera Financial CEO Antoniades to Retire at Year-End
Adam Antoniades, CEO of Cetera Financial Group, will retire at the end of the year. Mike Durbin, CE...Read more