Modern Wealth Management, a $10 billion registered investment advisor based in Monterey, Calif., has acquired Public Safety Financial/Galloway, a firm that works with police officers, firefighters, ...

Cerity Partners’ latest deal plants a flag in New York’s Capital Region with the acquisition of Graypoint, an Albany-based $4.5 billion firm. As a part of the deal, President and CEO Daniel Nolan will ...

The registered investment advisor space has seen some new entrants in recent days, with advisors breaking away from insurer Northwestern Mutual, wirehouse Merrill and RIA Hightower, and one Raymond ...

Stifel Financial Corp. is looking to expand the use of its asset management capabilities among financial advisors by hiring Merrill Lynch veteran Launny Steffens to a newly created role as vice ...

A New Hampshire-based RIA with $1.6 billion in managed assets is joining New England Private Wealth Advisors, an Aspen Standard-backed Boston-based firm. With the acquisition of DHK Financial Advisors ...

In the race for scale in the registered investment advisors space, Miami-based Corient is going to Europe for growth by acquiring two U.K.-based wealth managers overseeing a combined $214 billion in ...

WealthManagement.com Industry Awards 2025: Top Tips for Submitting a Winning Nomination Thursday, February 20, 2025 | 1:00 PM ET ...

Ryan Beach, who most recently served as the CEO of advisor technology consultancy F2 Strategy, has joined the global wealth management platform provider FNZ as group head of North America. Based in ...

Wealth Management IQ is dedicated to producing educational and informative research for financial professionals - providing the information to empower them with unparalleled access, intelligence ...

The Mather Group acquires Pillar Wealth Management, Great Diamond Partners adds $125M advisor, Aspiriant names six new partners, and more industry moves.

Savant Wealth Makes Largest Acquisition in History With $3.3B Capital Directions Savant Wealth Management, a rapidly growing, employee-owned registered investment advisor based in Rockford, Ill ...

RIA Firm Expansion Plans: A 2024 RIA Edge Study Explore the strategic shifts and challenges faced by wealth management firms as they position themselves to better serve their client needs and grow ...