Steward Partners Acquires $1.1B Team
By Janet LevauxConsilium Wealth is based in the San Francisco Bay Area and led by John Seo, CFP.
July 07, 2025
Not All RIA Consolidation Is Created Equal: Joe DuranThe Rise Growth Founder discusses how fast growth impedes "real integration" and who might buy Edelman Financial Engines.
July 02, 2025
Osaic Exec Disputes Details of Multibillion-Dollar AmeriFlex SplitReports of a surprise $12 billion exodus are inaccurate, Osaic wealth exec Greg Cornick says.
July 02, 2025
EP Wealth Adds Exec From CaptrustMargaret Jarocki will lead partnership integration efforts for the RIA, which had $32.6 billion of assets in March.
July 01, 2025
$27B RIA Taps Edelman Financial Exec as CEOChicago-based Choreo has hired Jason Van de Loo to serve as its new leader.
June 30, 2025
SEC in Talks to Raise AUM Threshold for Advisor RegistrationDiscussions are happening between the SEC and the states, sources say.
June 30, 2025
10 Fastest-Growing ETFs Among RIAsLesser known, specialty ETFs have caught more RIAs' attention, according to new data from AdvizorPro.
June 27, 2025
LPL Cutting 70 Jobs in San DiegoThe layoffs will affect mostly senior and management positions, a local paper reported.