by
Jennifer Lea Reed
The move more than doubles the size of the partner development team and adds a new marketing position.
by FA Staff
Pathstone bills itself as one of the largest RIAs serving the ultra-high-net-worth segment.
by FA Staff
Regal Wealth Advisors in Myrtle Beach has joined Cetera's Summit Financial Networks.
by
Karen DeMasters
The deal is expected to give LPL another 2,400 advisors, the firm said.
by FA Staff
James Davenport's addition to Crewe Advisors is expected to help push the firm past the $2 billion AUM mark.
by FA Staff
The Los Angeles-based firm is adding firms in Chicago and Baltimore.
by FA Staff
The 10-person Variant Path Group is the second team to join Rockefeller Global Family Office in Charlotte, N.C.
by
Mark Contey
Firms should beware of becoming less resolute on these commitments.
by
Ross Levin
What do you win by not being bought?
by FA Staff
Summit recruited two independent firms in Alabama and Indiana.
by FA Staff
The unit will be formed from the acquisitions of AndCo Consulting and Fourth Street Performance Partners, the firm said.
by FA Staff
Rise said it plans to invest in advisor firms with $1 billion to $5 billion in assets under management.
by
Jennifer Lea Reed
Her replacement, Susie Cranston, hails from JPMorgan Chase, where she's been COO and head of integration.
by FA Staff
WealthSource Partners in San Luis Obispo, Calif., is a hybrid RIA operating across nine states.
by FA Staff
In a released statement, Hughes Financial Services claims to have doubled in size over the past four years.
by FA Staff
Evoke Wealth Management and Maven Bridge Capital have formed one company that operates out of New Jersey and California.
by FA Staff
Mergers and acquisitions slowed for the first time in a decade, as RIAs edged out consolidators as acquirers.
by
Jennifer Lea Reed
A year after taking the helm at Sanctuary, industry veteran Adam Malamed sees a "huge opportunity" for growth.
