Wealth Management
Lido Advisors Hires Head of M&A
Lido Advisors, a Los Angeles-based wealth advisory firm for high-net-worth individuals, announced t...Read more
$640M Former Merrill NJ FA Team Moves to RBC Wealth
RBC Wealth Management has brought in The Callot Wealth Management Group, a Paramus, NJ-based team w...Read more
Wealth Enhancement Establishes Mark in Utah with $272M RIA
Wealth Enhancement Group, an independent wealth management firm with over $85.7 billion in client a...Read more
Blue Owl to Acquire Atalaya Capital Management for $450M
Blue Owl Capital Inc. has acquired New York-based alternative credit manager Atalaya Capital Manage...Read more
For RIAs, Automation and Multi-Custody Relationships Spurs Expansion
From independent broker-dealers with their own RIA platform, to stand-alone hybrid RIAs and fee-onl...Read more
Financial Advisors Propelling ETF Surge: Study
Exchange-traded fund (ETF) asset growth has expanded dramatically over the last decade, owing to gr...Read more
Wealth Enhancement Group Buys $254M RIA
Wealth Enhancement Group, a Minneapolis-based independent wealth management firm with more than&nbs...Read more
$1.1B Merrill FA Team Lured by UBS
UBS Private Wealth Management has recruited a financial advisor from Merrill Lynch, who was respons...Read more
Digitizing the Wealth Management Industry: Q&A with Advisor360° CEO Mike Fanning
Client communication, client attraction, and retention strategies are paramount to the long-term vi...Read more