RIA MARKET CENTRAL

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Dakota Wealth Agrees To Purchase Minn. Firm With $575M AUM

by FA Staff

The acquisition gives Dakota Wealth Management of Palm Beach Gardens, Fla., about $3.2 billion assets under management.

CAPTRUST Acquires Texas Firm With $710M In Assets

by FA Staff

Omega Wealth Partners adds to Raleigh, N.C.-based CAPTRUST's growing presence in Texas.

A Tax Hit And A 403(b)

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Marguerita Cheng found herself looking for solutions after this client couple got a big tax hit while trying to pay off their mortgage.

Pennsylvania Team With $400M In Assets Rejoins LPL

by FA Staff

Individual Financial Services was previously with Cambridge Investment Research.

Ex-Merrill St. Louis Team With $807M Joins Rockefeller Global Family Office

by FA Staff

Gorin Ressel Wealth Partners is Rockefeller's 16th private advisor team in the Midwest.

Know Your Customer: White Coats Give These Clients Away

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Physician clients represent a high-earning group with highly complex financial needs.

Ex-UBS Advisor With $220M In Assets Goes Independent With LPL

by FA Staff

Jonathan Kesselman has launched Kesselman Wealth Management in Westlake, Ohio.

Florida Firm With $1.24B Joins Commonwealth Independent Network

by FA Staff

Aegis Consulting is led by two advisors who spent the bulk of their careers at Lincoln Financial Advisors.

Continued RIA M&A Is One Certainty In An Uncertain Market

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M&A is a necessary growth tool for most buyers facilitating talent acquisition and geographic expansion.

Adviser Investments Buys Ropes Wealth To Create $15B Mass. Mega RIA

by FA Staff

The combined firm will have $15 billion AUM and 185 employees, according to an announcement.

CAPTRUST Acquires Massachusetts Firm With $567M In AUM

by FA Staff

Aevitas Wealth Management is CAPTRUST's third acquisition of the year.

Cresset Merges With TRUE, Creating $33B AUM Multifamily Office

by FA Staff

The partnership allows Cresset to expand in the sports and entertainment industry.

Cerity Partners Acquires Jurika, Mills & Keifer

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This is Cerity Partners' fifth transaction of the year.

How Much Are Rates And The Stock Market Hurting The Value Of Your Firm?

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Three merger and acquisition specialists say the market for advisor firms is still robust.

Rockefeller Adds Former First Republic Team In N.Y. With $680M AUM

by FA Staff

Selcow Wealth Partners is operated by Daniel Selcow and Nikita Chhabria.

Pathstone Buys $2B Texas RIA Brainard Capital

by FA Staff

The deal brings Pathstone's total assets under advisement and administration to over $80 billion.

Beyond Lip Service In DEI

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How is the financial advisory industry actually doing at improving representation?

Being Prepared For The Worst

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Disaster can take forms both meteorologic and financial. Advisors can help clients prepare.

RIA Channel Leads Industry In Asset Growth, Cerulli Says

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More advisors and more assets are being accumulated by larger firms through consolidation, the firm said.

Texas Family Trio Partners With Dynasty To Launch RIA

by FA Staff

Precedent Wealth Partners was cofounded by brothers Harold Williams and George Williams in San Antonio.

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