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10 largest fee-only RIAs in 2022
NEWS RIAS AUG 15, 2022
10 largest fee-only RIAs in 2022

As more advisory firms go fee-only and as RIAs grow, InvestmentNews Research has come up with a list of the biggest fee-only firms.

10 fastest-growing fee-only RIAs
NEWS RIAS AUG 14, 2022
10 fastest-growing fee-only RIAs

As M&A fuels growth among registered investment advisers, here’s a ranking of the fee-only firms that are growing the quickest.

Minnesota RIA merges into Credent Wealth Management
NEWS RIAS AUG 12, 2022
Minnesota RIA merges into Credent Wealth Management

Personal Wealth Partners managed $631 million from two offices. The new locations in Minnesota and Wisconsin brings the total number of Credent Wealth Management offices to six.

OneAmerica, ProNvest create portal linking plan, outside assets
RETIREMENT RETIREMENT PLANNING AUG 12, 2022
OneAmerica, ProNvest create portal linking plan, outside assets

The feature is designed to help plan participants and retirement plan advisers see the full wealth picture.

Captrust adds $600 million RIA in South Carolina
RETIREMENT RETIREMENT PLANNING AUG 11, 2022
Captrust adds $600 million RIA in South Carolina

Reynolds Investment Management’s eight-person team will work under Captrust’s brand.

Beware of ‘finfluencers,’ NASAA warns
YOUR PRACTICE FINTECH AUG 11, 2022
Beware of ‘finfluencers,’ NASAA warns

The organization of state regulators cautions about taking advice from social media financial influencers because of possible conflicts.

Matthew Boersen elected chair-elect of CFP Board
YOUR PRACTICE PRACTICE MANAGEMENT AUG 11, 2022
Matthew Boersen elected chair-elect of CFP Board

The Grand Rapids, Michigan, planner will serve a one-year term and become chair of the board in 2024.

Snowden Lane adds adviser, creates $360 million adviser team
NEWS ADVISOR MOVES AUG 10, 2022
Snowden Lane adds adviser, creates $360 million adviser team

Al Jacobi and Tom Hakala form The Jacobi-Hakala Group after working together for over 20 years.

Mather Group acquires $478 million Bay-area RIA
NEWS RIAS AUG 10, 2022
Mather Group acquires $478 million Bay-area RIA

HC Financial Advisors, which was founded in 1986, is based in Lafayette, California.

InvestmentNews’ Jeff Benjamin named Eddie Award finalist
NEWS INDUSTRY NEWS AUG 10, 2022
InvestmentNews’ Jeff Benjamin named Eddie Award finalist

The publishing honor is for Benjamin's InvestmentNews series exploring advisers' marketing niches.