The WealthManagement.com Thrive Awards is unlike any other recognition program. Rather than acknowledging AUM or profitability, it recognizes advisors who are on the way up—those who have proven ...

Deal activity in the wealth management space continued to break records last year, with 2024 becoming the most active M&A year in industry history, with 336 deals, up 14% from 2023, according to a ...

Every election year comes with its own round of surprises. This year was no different, with multiple assassination attempts, President Joe Biden dropping out and what turned out to be a not-so ...

Following on a week in which at least 15 deals were announced, the second week of August proved to be relatively slow in the RIA mergers and acquisitions market. CI Financial announced three ...

Global consultancy firm Bain & Company released a new study this week predicting that customer demand for wealth management services will double over the next eight years, growing to more than $ ...

The amount of activity in the RIA space continued strong this week. Sequoia Financial Group said it’s acquiring a Nashville firm with $930 million in managed assets, while Mercer Advisors has ...

Sequoia Financial Group, an Akron, Ohio-headquartered registered investment advisor with $22.6 billion in assets under management, has acquired Carlson Capital Management, a Northfield, Minn.

Beacon Pointe Advisors, a registered investment advisory firm based in Southern California and overseeing around $36 billion in assets, has acquired Joslin Capital Advisors, an RIA with $775 ...

Wells Fargo Advisors rolled out its fee-only RIA channel in January 2019. It now has 13 advisory teams on the platform, with 33 advisors collectively overseeing some $6 billion in AUM. Another ...

As more wealth is shifting to women in the U.S., there is an incredible opportunity to engage this growing audience and build long-lasting client relationships. Join Athene’s Patti Hausherr ...

Join Russ Norwood, chief executive officer at Venturi Wealth Management, discusses how they focus on serving high-net-worth individuals, particularly executives and founders of private companies.