Mercer Adds $2B Wealth Team in Oklahoma
By Janet LevauxThe RIA's second deal in the state brings its asset base in Texas and Oklahoma to $7 billion.
June 02, 2025
TradePMR CEO to RIAs: Wake Up!Robb Baldwin discussed his firm's plans as part of Robinhood and why RIAs must "get back to being rainmakers."
June 02, 2025
Hightower Completes CEO Transition, Handing Larry Restieri the ReinsRestieri, a former Goldman partner, takes over from Bob Oros, who held the role since 2019.
May 30, 2025
Focus Partners Acquires $9.4B RIA Firm in L.A.Churchill Management is the first external firm that the aggregator has added since its rebrand.
May 30, 2025
RIA Growth Could Stall in 2025: ReportWhile the number of SEC-registered advisors grew in 2024, economic and other factors could shift that trend.
May 29, 2025
Ex-Envestnet Exec to Head Cetera's RIA Blueprint PlatformAndina Anderson was a managing director at Envestnet and leader of its Tamarac unit.
May 28, 2025
Ritholtz Wealth Opens New Chicago OfficeThe new location hosts 13 full-time employees, with plans to expand soon.
May 28, 2025
Two Client Couples Sue Advisor Over Risky StrategiesThe advisor recommended triple-leveraged ETFs and let an algorithm panic-sell clients' stocks, the suit alleges.