RIA MARKET CENTRAL

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Edelman Financial Engines Buys $453M Soundmark Wealth In First 2024 Deal

by FA Staff

The acquisition of the Kirkland, Wash., firm expands Edelman's footprint in the Pacific Northwest.

AITi Global Buys Midwest Family Office With $3B AUM

by FA Staff

The acquisition of management-owned Envoi of Minneapolis is expected to close in the third quarter.

New Focus Financial CEO Explains Changes To Acquisition Strategy

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Other firms in the Focus network could merge if that's what they want, CEO Michael Nathanson said.

Humility In A Messy World

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Advisors must understand that demonstrating certainty doesn't always work.

Beacon Pointe's Growth Recipe Has No Room For 'Jerks'

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The RIA consolidator has taken a steady, careful approach to its mergers and acquisitions.

Focus Financial Taps Michael Nathanson As CEO

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Nathanson will also continue his role as CEO of The Colony Group.

First Quarter RIA M&A Activity The Second-Highest Ever, Echelon Says

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The number of transactions was up 20% from a year ago, the investment bank said.

How Tax Planning Can Elevate RIA Practices

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Here are several critical benefits of adding tax planning to a firm's core service offerings.

Cresset Absorbs Two Ex-First Republic Teams With $5B

by FA Staff

The teams comprise 15 professionals who serve 160 client households.

Coho's Private Wealth Team Spins Out Into $425M Aurdan

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Aurdan co-founders Eric Hildenbrand and Steven Mills will focus on individual clients.

Putnam Agrees To Buy New England Area Trust Company

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The acquisition of Darwin Trust will bring trust services to Putnam's wealth management platform, company officials said.

Personal Interest, Or Interest In A Person?

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Clients understand by your cues if you're not really interested in them.

AlTi To Buy $5.6B AUM N.Y. Firm East End Advisors

by FA Staff

The acquisition is part of AlTi's strategy to boost its global independent wealth management platform for the ultra-wealthy.

Wealth Enhancement Group Buys $226M AUM Piermont Wealth

by FA Staff

The RIA has offices in Boca Raton, Fla., and Melville, N.Y.

When Investing In RIA Aggregators Is A Really Bad Idea

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There are only so many cost savings an aggregator can wring out of its portfolio RIAs.

Florida Siblings With $580M AUM Exit Merrill Lynch To Join LPL

by FA Staff

The three siblings run a firm started by their father in 1972.

Wentworth Merges With Kingswood Acquisition, Set To Go Public

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The merger paves the way for Wentworth to go public as Binah Capital Group.

A Big Question For Small Advisors--Why Sell Now?

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Here are some questions to consider if you are an owner of an RIA with $500 million or less in client assets.

Is The End Near At The Wirehouses?

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The headlines, reports and data all seem to indicate that the model is tagged for extinction. But is that really the case?

BlackRock To Buy SpiderRock As Firm Expands Wealth Management

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The investment firm said the deal will increase its ability to offer tax-efficient investment services.

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