Dylan Tyson, CFA, President, Retirement Strategies, at Prudential Financial, discusses the importance of approaching each client differently when looking at retirement and how financial ...

Most RIAs can boast impressive growth in AUM without much effort. Wafting along on the happy updraft of ever-rising markets, an RIA could merely tread water and watch the firm “grow” over the ...

Join Kim Cappellano, CEO and founding partner at Private Wealth Asset Management, she explains how Private Wealth prioritizes a thoughtful, team-based approach to client experience and succession ...

Wealth Enhancement, an acquisitive Minneapolis-based RIA with $107 billion in client assets, has acquired XO Wealth Management, a Dallas-based independent RIA. XO Wealth was founded in 2016 and ...

A team of two Merrill Lynch advisors has broken away from the wirehouse to launch their own registered investment advisor, The Pines Wealth Management, in Southern Pines, N.C., according to ...

Carson Group has acquired True North Financial, a Billings, Mont.-based registered investment advisor with about $400 million in assets. The deal adds a second Billings location for Carson Wealth ...

Regional integrator Homrich Berg has acquired Oakbridge Partners, a $1.5 billion registered investment advisor in Buckhead, a neighborhood in Atlanta, not far from the integrator's headquarters.

Adviser Investments, a Boston-based registered investment advisor owned by private equity firm Summit Partners, is acquiring Ropes Wealth Advisors from global law firm Ropes & Gray in a deal ...

Corient, the rebranded U.S. wealth management business of CI Financial, announced plans to acquire H.M. Payson & Co., a Portland, Maine-based registered investment advisor with $7.9 billion in ...

Cresset Asset Management, the fast-growing wealth manager headquartered in Chicago, announced it has acquired Reston, Va.-based PagnatoKarp, a former Hightower firm with $2.3 billion in client ...

This year has already set new records for mergers and acquisitions activity in the registered investment advisor space, with 269 total transactions completed so far in 2024, according to data ...

Prospera Financial Services picked up four advisors and $650 million in assets in California’s San Bernardino Valley and Berger Financial Group reached $2 billion and established a presence in ...