Wealth Management
$200M Father-Daughter Team Moves to LPL Financial
LPL Financial LLC announced that advisors Dan Countiss and Olivia Countiss have joined its platform...Read more
$1B Florida Team Departs Morgan Stanley for Snowden Lane
Snowden Lane Partners, a NYC-based independent, advisor-owned, wealth advisory firm, has lured a $1...Read more
Private Advisor Group Adds $155M Delisanti Wealth Management
Private Advisor Group, a rapidly growing Morristown, NJ-based independent wealth management firm wi...Read more
LPL Adds $380M Delaware Advisor Duo from PNC
LPL Financial LLC has added First Summit Capital Management, a $380 million Wilmington, DE-based fi...Read more
BlackRock, GeoWealth Partner to Expand Wealth Management Lineup
BlackRock announced a strategic partnership with turnkey asset management platform (TAMP) and finte...Read more
RIA Growth: Up and to the Right
The number of Securities and Exchange Commission-(SEC) registered investment advisors appear to be ...Read more
$915M Former Truist Team Moves to RBC Wealth
RBC Wealth Management has expanded its advisory network to include the Brown-Brinkley Group, a mult...Read more
AssetMark Buys Morningstar Wealth’s $12B TAMP Business
AssetMark, Inc., the wealth management platform of AssetMark Financial Holdings, will acquire asset...Read more
$2.92T Global Wealth Management Industry by 2029: Report
Demographic changes, among other factors, are expected to propel the global wealth management marke...Read more