The giant RIA platform's new turnkey multi-manager program offers automated, tax-aware options to manage $5 billion in assets across its partner firms.
The deal extends the RIA giant's presence in New England with new locations in Boston, Massachusetts, and Maine.
The ultra-high-net-worth RIA's newest executive, who's also a Fidelity alum, is tasked with fueling strategic growth and innovation to strengthen its position.
“The variety of consolidators drives competition, but it can make the market confusing,” one recruiter said.
The $38 billion RIA giant has formed a multigenerational planning team managing $377 million, with a new location in Palm Beach Gardens.
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.
Antoniades’ position as CEO of Cetera Financial Group has been in question since spring of 2023.
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.
Several panelists highlight actionable strategies and advice for RIAs ahead of RIA Activate California. Register today!
Devoe's latest tracking of deal activity for the month shows 39 record-breaking transactions, including four-fifths that featured private equity.
“They have the skills to run huge companies, so why not focus on a start up?" one senior executive said.
"Solve their problem for them right away," Merit CEO Rick Kent said, reflecting on building relationships and growing the RIA.
The RIA with $2.4 billion in assets is boosting its Central Florida strategy with the seasoned ultra-high-net-worth planning expert from Bison Wealth
The practice driven by a CIBC Private Wealth veteran with over three decades of experience has made its debut in Chicago's high-net-worth market.
With its latest partners in Maine and Texas, the fee-only RIA and financial planning firm has officially completed seven acquisitions for the year.
The New York-based firm billing itself as a "long-term partner for successful RIAs" has snapped up the $2.8 billion boutique firm in San Francisco.
