Jennifer Lea Reed

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Wealth Enhancement Led RIA Dealmakers In 2023, DeVoe Says

by FA Staff

Mergers and acquisitions slowed for the first time in a decade, as RIAs edged out consolidators as acquirers.

Oklahoma Advisor Joins Ameriprise With $130M

by FA Staff

Lance Lively left a 19-year career at Edward Jones to join Ameriprise's independent channel.

Sanctuary CEO Envisions Tripling AUM In Five Years

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A year after taking the helm at Sanctuary, industry veteran Adam Malamed sees a "huge opportunity" for growth.

RIAs Lead The Industry In Headcount, Asset Growth, Cerulli Says

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The firm's 2023 report on U.S. advisors also found headcount at wirehouses and independent B-Ds shrank.

Dallas-Based True North Advisors Corrals Two Equity Partners

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The $3.3B advisory wins both equity and on-going M&A support in Wealth Partners and HGGC.

J.P. Morgan Sues Ex-Advisor, Accuses Him Of Poaching Clients

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The wirehouse alleges Nader Joseph Al-Mooshi is soliciting a group of its clients that is worth $420 million.

Constellation Invests In $19.1B Lido Advisors

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This is the second California deal announced this week for Constellation Wealth.

Wealth Enhancement, Mercer Busiest RIA Dealmakers In 2023, Report Says

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Deal activity among advisor firms remains robust, Echelon's annual report says.

Industry Veteran Joins Merit As CIO

by FA Staff

Brian Andrew is credited with transforming Johnson Financial Group's $14B wealth business, Merit said.

Four Advisors Leave Merrill To Set Up Alabama Firm

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The founders of Steadmont Advisors might end up with much of their former firm's $437 million assets under management.

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