Wealth Management
Savvy Wealth Closes $26.5M Series A to “Modernize” Wealth Management
Savvy Wealth, a fintech platform for financial advisors, closed the second tranche of its $26.5 mil...Read more
Alternatives Providers, Traditional Asset Manager JVs Ramping Up
A growing trend among traditional asset managers is to establish partnerships or joint ventures wit...Read more
Bluespring Acquires $1.35B PA Retirement Planner
Bluespring Wealth Partners announced the acquisition of Rodgers & Associates Wealth Advisers, a...Read more
Sequoia Financial Acquires $420M Connecticut UHNW-Focused Advisor
Sequoia Financial Group, LLC, acquired Karpas Strategies, LLC, an independent investment manager o...Read more
LPL Lures $170M Ex-Avantax Team
LPL Financial LLC announced that financial advisors George Englert, Kevin Englert and Carrie Hughes...Read more
Robertson Stephens Adds 3rd Colorado Office
Robertson Stephens Wealth Management, LLC acquired Ratio Wealth Group, a registered investment advi...Read more
RIAs Post Solid Growth in ‘23, but Referrals, Talent Remain Key
Charles Schwab's most recent RIA benchmarking study showed that, by many measures, 2023 was a year ...Read more
Perigon, iCapital Join Forces to Bolster Alts Platform
Perigon Wealth Management has partnered with the iCapital alternative investment marketplace platfo...Read more
Adams Street Appoints Jim Walker Global Head of Wealth
Adams Street Partners, a private markets investment firm, has named COO and partner Jim Walker as g...Read more