RFG Advisory Sets Recruiting Record, Approaches $6B in Client Assets
By John ManganaroThe hybrid RIA platform has nearly doubled its advisor growth from the previous year.
November 18, 2024
Schwab to Consider More DealsNoting the Ameritrade acquisition and the firm's Dynasty stake, Schwab's leaders say they'll keep looking for opportunities.
November 14, 2024
Captrust Buys $5B RIA Based in BostonThe acquisition of Boston Financial Management includes three new office locations and 45 staffers in Massachusetts and Maine.
November 13, 2024
Mercer Adds Nearly $1.7B in Assets via Two DealsThe RIA acquired Waypoint Capital and Chapel & Collins, which serve wealthy families.
November 05, 2024
October Broke RIA Deal Record: DeVoeThe surge in mergers and acquisitions is a notable spike following nearly three years of more muted activity.
November 05, 2024
Ex-Merrill Wealth Chief Launches RIAThe new firm, Indivisible Partners, will launch in the first quarter, John Thiel says.
November 05, 2024
What Makes the 2024 Luminaries Finalists Stand OutSee our new guide to the firms and individuals redefining leadership and innovation in wealth management.
November 04, 2024
Robo-Advisor's Pro Athlete Ads Broke Marketing Rule, SEC SaysAds featuring a pro soccer player and MMA fighters who were not clients lacked disclosures, the SEC says.