Hightower Takes Stake in $3.8B Bicoastal Wealth Firm
By Janet LevauxThe investment in Lindbrook Capital marks the RIA consolidator's first partial ownership play of 2025.
May 08, 2025
For Goldman, RIA Service Starts With 'Unlocking Time'Executives say the firm is well positioned to support an increasingly sophisticated (and consolidated) industry.
May 08, 2025
Mercer Roars Past 100th AcquisitionThe milestone is important, said CEO Dave Welling, but he emphasized that organic growth also remains paramount.
May 07, 2025
AdvicePay Buys Compensation Software FirmThe platform says the acquisition of AdvisorBOB is “a strategic step" to further help fee-based planners.
May 06, 2025
Schwab Rehires RIA Exec From LPLJulian Lopez has spent most of his career with Schwab Advisor Services and other parts of the firm.
May 05, 2025
Raymond James to Buy Stakes in Some Advisor PracticesThe program "addresses the challenges they face when monetizing their practice," said Emma Boston, head of strategic operations.
May 02, 2025
Peter Mallouk: Market Priced For Return to 'Goldilocks World'"You should not be hoarding cash," the Creative Planning CEO says.
May 02, 2025
Flourish Annuity Platform Marks Major ExpansionThe platform, launched in early 2024, now includes RILAs, fixed indexed annuities, variable annuities, income riders and more.