Carson Group Picks Up 31 Firms, $3.6B in 2023
By Janet LevauxThe RIA now works with $33 billion in AUM and over 140 advisory firms.
January 18, 2024
Abundance of Retiring Advisors Means Growth Opportunities"There's an overwhelming need for advisors to pick up some of these practices," says Gateway Financial's David Wood.
January 17, 2024
Merrill Team Forms RIA to Serve 'Family Next Door'The $420 million group is "a great fit for the independent wealth arena," Dynasty head Shirl Penney says.
January 16, 2024
FSI Resumes Legal Fight Over DOL Independent Contractor RuleTrade groups fired a new salvo in a legal battle that has been halted since 2022.
January 10, 2024
8 Steps for a Smooth SuccessionDone effectively, this process can secure the legacy of the business and position it for sustained success.
January 10, 2024
Hightower Invests in $3B Wealth Manager in New YorkCapital Management Group is the fifth formerly IBD-affiliated firm that Hightower has brought into its network.
January 09, 2024
Business or Practice? The Critical Question RIAs Must AskFirms that operate as businesses have a distinct succession planning advantage. Here's how to get there.
January 09, 2024
Cambridge Launches New Fee-Only RIABridgePort Financial Solutions, led by Eddie Rollins, will acquire stakes in small and midsize firms.