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Wealth Enhancement Group adds $523 million hybrid
NEWS RIAS DEC 16, 2022
Wealth Enhancement Group adds $523 million hybrid

BFS Wealth Management is a hybrid RIA in Iselin, New Jersey, and will be Wealth Enhancement Group's 12th office in the tristate region.

Adviser coach awards $50,000 in scholarships
YOUR PRACTICE PRACTICE MANAGEMENT DEC 15, 2022
Adviser coach awards $50,000 in scholarships

The grants from Stephanie Bogan will support training for diverse advisers.

‘IN the Nasdaq’ with Jon Hilsenrath, author of 'Yellen'
VIDEOS IN THE NASDAQ DEC 15, 2022
‘IN the Nasdaq’ with Jon Hilsenrath, author of 'Yellen'

Jon Hilsenrath sits down with InvestmentNews anchor Gregg Greenberg to discuss his new book, 'Yellen: The Trailblazing Economist Who Navigated an Era of Upheaval.'

Robertson Stephens acquires two RIAs
NEWS RIAS DEC 15, 2022
Robertson Stephens acquires two RIAs

The deals add $370 million in AUM through LFS Wealth Advisors, Vodia Capital.

‘IN the Nasdaq’ with Lisa Shalett, chief investment officer for wealth management at Morgan Stanley
VIDEOS IN THE NASDAQ DEC 14, 2022
‘IN the Nasdaq’ with Lisa Shalett, chief investment officer for wealth management at Morgan Stanley

Lisa Shalett of Morgan Stanley sits down with InvestmentNews anchor Gregg Greenberg to discuss her outlook for equities and fixed income in 2023, as well as her views on the economy and potential Fed moves in the coming year.

Spouting Rock to acquire Stewart Asset Management
NEWS RIAS DEC 14, 2022
Spouting Rock to acquire Stewart Asset Management

The existing Stewart investment team, including founder-strategist Bill Stewart, will stay on after the acquisition.

Edelman acquires $210 million California RIA
NEWS RIAS DEC 14, 2022
Edelman acquires $210 million California RIA

Erman Retirement Advisory, which was founded in 2000 by Howard Erman, serves more than 200 clients.

Stifel adviser managing $200 million joins Raymond James team
NEWS BROKER DEALERS DEC 13, 2022
Stifel adviser managing $200 million joins Raymond James team

Howard Kaplan is affiliating through indie Riegel Financial in Ohio.

Hightower Bellevue merges with local $350 million RIA
NEWS RIAS DEC 12, 2022
Hightower Bellevue merges with local $350 million RIA

Sovereign Wealth Advisors has been providing wealth management and financial guidance across the Pacific Northwest for more than 30 years.

Toussaint Bailey's mission to uplift capital
THE INVESTMENTNEWS PODCAST DEC 12, 2022
Toussaint Bailey's mission to uplift capital

Jeff speaks with Toussaint Bailey, Founder and CEO of Uplifting Capital, about his creative ventures to shift the landscape of impact investing.