Wealth Management
Simplicity Adds Advisory Team, Tax Expertise With Two Deals
Simplicity Group has acquired two financial advisory firms, Denver-based MAIA Wealth and Chicago-ba...Read more
VestGen Wealth Partners Secures Growth Capital From Willow Tree
VestGen Wealth Partners, a Chicago-based wealth management platform, has secured growth capital fro...Read more
Independent RIAs Need a Partner to Drive Growth: Q&A with TradePMR’s Scott Victoria
Wealth management firms are continuing to explore how their clients can leverage initial public off...Read more
Risk Knowledge Gap Leaves Investors Vulnerable, FINRA Study Finds
Most retail investors understand the basics, but far fewer grasp the risks that can make or break a...Read more
Mega-RIA Wealthspire Launches $2.9B Sports and Entertainment Unit
Registered investment advisor Wealthspire has established a new practice, which is focused on tappi...Read more
Hightower Advisors Adds $1B Wealth Firm to W-2 Advisory Channel
Hightower Advisors has added a Michigan-based wealth management firm to its W-2 advisory platform, ...Read more
Ascentis Independent Advisors Adds 4 Firms with $1B in AUM from Raymond James
Dallas-based registered investment advisor Ascentis Independent Advisors, owned by Ascentis Wealth ...Read more
Lessons From the Jimmy Buffett Estate Fight: Why Good Planning Isn’t Always Enough
Many people assume that carefully managing their retirement accounts, investments and savings means...Read more
Wells Fargo Targets FA Growth with Tech Capabilities, AI Investment
Wells Fargo is leaning into its technology and investment offerings, as the bank seeks to bolster i...Read more