RIA MARKET CENTRAL

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RBC Adds Ex-Merrill Lynch Team With $1.37B In Client Assets

by FA Staff

The Ruccio Group is based in Miami and is led by Jeremy Ruccio.

Rockefeller Adds Team That Managed $963M At UBS

by FA Staff

Atlanta-based Bridgeline Wealth Partners is led by Travis Propst and Jason Trent Douglas.

Mercer Advisors Boosts Southern Presence With Acquisition Of $630M AUM Firm

by FA Staff

Kingfisher Capital of Charlotte, N.C., was founded in 1989 by Alexander B. Miles and H.K. Hallett.

Why RIA Employees Are Bigger Threats To Your Firm Than Outsiders

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You can protect yourself against insider data theft by following these five principles.

Coldstream Acquires Wealth Management, Accounting Firms

by FA Staff

The acquisitions bolster the wealth manager's presence in the Pacific Northwest.

Atlanta Team With $1B AUM Launches With LPL's Linsco

by FA Staff

PB FAM Private Wealth was previously with Fifth Third Private Bank.

This RIA Platform Offers Advisors A Home For Their Clients' Cash

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Flourish says its advisor tools allow clients to earn more on their reserve savings.

$1B Ex-UBS Team Joins RBC In Kansas

by FA Staff

The seven-member team operates as Total Wealth Management Group.

LPL Adds Nebraska Duo With $605M In Assets

by FA Staff

Patrick Ricketts and Mindy Helfrich, formerly of Principal Securities, Inc., operate Vintage Financial Group.

Wealthspire Buys $3B AUM RIA GM Advisory Group

by FA Staff

The transaction is Wealthspire Advisors' largest since it was founded in 2019.

Raymond James Adds $500M AUM Louisiana Team From Merrill Lynch

by FA Staff

The Slidell, La.-based team will operate as Meyer Rotolo Wealth Management of Raymond James.

NFP Purchases Utah Firm Divergent With $675M In AUM

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NFP continued to build out its wealth management presence by acquiring a firm founded by breakaway Morgan Stanley veterans.

Minority Investment From Carlyle Gives CAPTRUST Valuation Above $3.7 Billion

by FA Staff

The new growth equity infusion has increased CAPTRUST's valuation to more than $3.7 billion, the company said.

What's Driving RIA Innovation?

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Wealthtech providers have a front seat to the adoption of new platforms and products.

Rockefeller Expands Presence In North Carolina With $600M Team

by FA Staff

Decision Point Wealth Partners is the second office in the state for the New York City-based firm.

Compound Merges With Alternativ Wealth

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The firms will combine their technology and wealth management services into one entity called Compound Planning.

Cetera To Buy $42.6B AUM Avantax

by FA Staff

Wealth management firm Avantax will be delisted from Nasdaq and become a Cetera business unit.

Winning Clients On Social Media

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Cancel culture be damned. Some advisors are aggressively using social media to take on hot-button issues, including politics and activist investing.

Plan On Going Fee-Only, Even If It's Down The Road

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Finding a firm with the resources and culture to help you transition to fee-only is the foundation for long-term success.

Using The SEC's Marketing Rule To Fuel Massive RIA Growth

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Under the Marketing Rule, SEC registered firms can now use testimonials and endorsements in their marketing.

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