RIAs & Financial Advisors
Binance Launches Crypto Service for Wealth Managers
Binance, the world’s largest crypto exchange by trading volume, launched Binance Wealth, a soluti...Read more
Kestra Adds $1.4B Florida Wealth Practice
Kestra Financial has added $1.4 billion Wealth Empowerment Financial Strategies (WEFS), formerly wi...Read more
Lower Rates to Boost RIA M&A Volume: Devoe & Co
Deal volume in 2024 is marginally above last year’s figures through the third quarter, indicating...Read more
Hightower Takes Stake in $1.1B Wisconsin Wealth Manager
Hightower has made a strategic investment in Financial Planning and Information Services, Inc. (FPI...Read more
LMP Announces Another Investment in Financial Services Firm
Financial services-focused private equity firm Lovell Minnick Partners (LMP) made an undisclosed st...Read more
$1B Advisor Heads to Wells Fargo FiNet from UBS
Center Street Capital Advisors, an existing practice affiliated with Wells Fargo's independent Fina...Read more
GoalVest Advisory Launches $50M Venture Growth Fund for RIAs
GoalVest Advisory, a female-founded registered investment advisor (RIA), has launched its Venture G...Read more
LPL Continues to Lure Osaic Advisors to Its Platform
LPL Financial LLC has added Dougherty, Tedesco & Associates, an $800 million Cincinnati-based a...Read more
Modern Wealth Acquires $1.4B Boise RIA
Modern Wealth Management has purchased Petso Financial Consultants, a fee-only advisory firm based ...Read more