The national RIA's latest acquisitions add to its capabilities in the Colorado and Minnesota wealth markets.
The RIA aggregator's second transaction in the state in as many months adds 38 professionals to its high-net-worth planning roster.
The Kansas-based consolidator with $325 billion in advised and managed assets has inked its ninth acquisition since the start of 2023.
The wealth management and tax planning firm adds $839 million in assets under management as well as new locations in Washington and Oregon.
The president-elect's pledge to dismiss SEC Chair Gary Gensler on "day one" will likely not be enough to undo all his regulatory initiatives immediately.
Policymakers at the Federal Reserve opted to lower the benchmark rate by a quarter of a percent.
The bank-supported independent RIA is widening its reach with a Merrill Lynch alum and a new office in North Carolina.
The RIA aggregator's latest deal gives it a sixth New Jersey location while pushing its assets managed to $96.6 billion.
Research suggests Gen Y investors' embrace of index investing could create an entry point for advisors looking to work with the next generation.
New reports show robust inflows into equity strategies, a spike in China ETFs interest, and a new record in active bond strategies.
