Succession Planning/Advisor M&A

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Rockefeller Capital Hires Ex-Merrill Lynch Team In Fla.

by FA Staff

Harvan McKenzie Wealth Paratners, led by David Harvan and James McKenzie, managed $503 million.

LPL Adds Pair Of Philadelphia-Area RBC Breakaways

by FA Staff

Advisors Trevor Johnson and Brian Russo have formed Steeplechase Capital Partners in Newtown Square, Pa.

Solutions For Young Advisors Facing The Dreaded Non-Compete Clause

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Non-compete clauses are increasingly out of favor politically, but larger RIAs are holding on tight.

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.

Rise Growth Partners Tabs Former Wealth Enhancement COO As Partner

by FA Staff

Terri Kallsen previously served as executive vice president of investor services at Schwab.

RBC Adds Morgan Stanley, Wells Fargo Teams With $630M AUM

by FA Staff

Pluff Wealth Management and father-son team Mark and Thomas Lucas joined RBC Wealth Management's Great Lakes complex.

Mid-Career Advisors Might Be LPL's Next Acquisition Target

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The firm's recent expansion of its liquidity and succession program to external advisories may be just the beginning.

UBS Adds 2 Philadelphia Teams With $1.7B AUM

by FA Staff

The teams were formerly affiliated with Bernstein Private Wealth Management.

Coldstream Acquires Wealth Management, Accounting Firms

by FA Staff

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

Edelman Financial Engines Acquires $425M Oklahoma Firm

by FA Staff

Align Wealth Management also has an office in St. Petersburg, Fla.

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

by FA Staff

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

The Real Career Path

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Careers begin where career tracks end.

Advantage Goes To Advisors

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Advisors have the upper hand in the broker-dealer recruiting wars.

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.

5 Ways Wealth Management Firms Can Power Their Growth

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The financial services industry is facing a period of change like no other. Here's how to adapt.

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.

Ex-Edward Jones Duo Launch Ameriprise Indie With $150M In AUM

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The two friends met in 2015 when both were working at Edward Jones.

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