Succession Planning/Advisor M&A

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Stratos Wealth Lands Calif. Firm With $700M In AUM

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Pettinelli Financial Partners joins Stratos from Osaic. The firm's founder sought a succession plan.

RIA M&A At Healthy Level Despite 2023 Decline, Echelon Says

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The industry remained resilient compared with a larger drop in M&A activity in general, the firm said.

How Advisors Can Help Family Businesses Achieve Lasting Success

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Helping client fulfill their lifestyle needs is critical to family business success.

OneDigital Buys $2.6B Wintrust Retirement Plan Subsidiary

by FA Staff

Wintrust Retirement Benefits Advisors serves more than 200 retirement plan sponsors.

Prospera Financial Adds $650M AUM Calif. Firm

by FA Staff

Painter, Smith & Amberg says its four advisors have more than 100 years in combined experience.

Mercer Hires Five Veteran Execs To M&A Team

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The move more than doubles the size of the partner development team and adds a new marketing position.

Wilmington Trust CEO To Exit $79 Billion Wealth Manager

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Doris Meister, who has led Wilmington since 2016, will remain a consultant with the bank.

Pathstone Boosts Total Assets Over $100B By Adding $3B AUM Colo. RIA

by FA Staff

Pathstone bills itself as one of the largest RIAs serving the ultra-high-net-worth segment.

Cetera Financial Acquires S.C. Firm With $312M AUA

by FA Staff

Regal Wealth Advisors in Myrtle Beach has joined Cetera's Summit Financial Networks.

LPL To Acquire $100B AUM Atria Wealth Solutions

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The deal is expected to give LPL another 2,400 advisors, the firm said.

Salt Lake City Advisor Joins Crewe Advisors From Integrated Financial Group

by FA Staff

James Davenport's addition to Crewe Advisors is expected to help push the firm past the $2 billion AUM mark.

Miracle Mile Advisors Expands Nationally

by FA Staff

The Los Angeles-based firm is adding firms in Chicago and Baltimore.

Rockefeller Lands 10-Person Morgan Stanley Team With $1.3B In AUM

by FA Staff

The 10-person Variant Path Group is the second team to join Rockefeller Global Family Office in Charlotte, N.C.

Wealth Management Enterprise New Year's Resolutions

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Firms should beware of becoming less resolute on these commitments.

Half Of RIAs Are Unhappy With Their M&A Deals

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According to a survey of advisors who sold or joined their RIA firms within the past 10 years, half are dissatisfied.

The Joys Of Independence

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What do you win by not being bought?

N.J.-Based Summit Financial Adds Two Firms With $725M AUM

by FA Staff

Summit recruited two independent firms in Alabama and Indiana.

Mariner Wealth To Acquire 2 RIAs, Create Institutional Unit

by FA Staff

The unit will be formed from the acquisitions of AndCo Consulting and Fourth Street Performance Partners, the firm said.

Joe Duran's Rise Growth Partners Receives $250M Capital Infusion

by FA Staff

Rise said it plans to invest in advisor firms with $1 billion to $5 billion in assets under management.

Cresset President Liz Nesvold Exits After Just Eight Months

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Her replacement, Susie Cranston, hails from JPMorgan Chase, where she's been COO and head of integration.

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