The independent RIA marks the firm’s sixth deal for 2024, and its first incursion into the state of Michigan.
Led by a veteran with more than three decades of experience, the multigenerational team manages $120M for clients in Cleveland and beyond.
State Street survey of hybrid, millennial, Gen X and women investors offers cluse for advisors to seize opportunities.
The $60B RIA unveils strategic tech partnership for new alts platform, along with new leaders in its private markets division.
Amid other C-suite promotions, the $15B firm’s new chief exec makes it one of the largest woman-led RIAs in the US.
The global fintech provider has snapped up an advisor intent data provider to help asset managers sharpen their digital marketing.
Citizens Financial Group has added a top advisor with nearly $1B in assets from JPMorgan, along with another key hire for its Boston office.
The breakaway duo, managing more than $300M in assets, are joining the employee-owned independent in California.
The high-net-worth group is coming over to join RBC Wealth Management’s advisory complex in New Jersey.
The leading broker-dealer and RIA is adding over $800M in AUM along with a new San Francisco branch office.
