Four-adviser group in Novi, Michigan, moves to the firm’s employee channel and will now operate as Stone Manor Wealth Advisors of Raymond James.
The funds are in addition to the more than 130 no-transaction-fee, institutional share class funds from T. Rowe Price on the platform, which was announced in December.
The deals push Savant's assets to $12.4 billion while moving it forward on its five-year growth plan.
Valkyrie Funds continues to diversify its product offering by providing yet another way to gain exposure to cryptocurrencies.
The purchase marks Merit's 11th deal since it partnered with private equity investors in December 2020.
The San Ramon, California-based family office has a history dating back to 1979.
Florham Park, New Jersey-based Bodnar Financial Advisors develops financial strategies for major life events including marriage, kids, death, divorce and retirement.
Experts advise taking advantage of higher bond yields while bracing clients for the near certainty of a recession.
Cincinnati-based Bohmer Kilcoyne Wealth Management manages $677 million.
New Schwab research shows the growing appeal of exchange-traded funds, while raising questions about whether investors are open to direct indexing.
Kenneth Gimbel specializes in developing specifically tailored asset management programs for large and complex trusts and investment relationships.
Three make the switch in New York City and two will be based in Paramus, New Jersey.
The advisers, who work with high- and ultra-high-net-worth families and institutions, join the firm in Washington, D.C.
KB Financial Partners and KB Financial Advisory Partners has 28 employees and three offices.
In an RIA Lab discussion of what investors should expect from alternative investments, panelists note that fees are high and liquidity is limited.
Executive Wealth Counselors will assume the Mariner name when the deal closes at the end of the month.
Irvine-based AK Financial Group will transition its RIA to Private Advisor Group's.
Rubino Skedsvold Moran & Associates, which is based in Portland, Oregon, will use the firm’s RIA and custodial platforms.
The LA-based RIA notches its biggest deal to date with the purchase of Karp Capital Management, and with Corsair Capital taking Merchant's ownership stake, the deals are expected to get even bigger.
Milwaukee, Wisconsin-based Sadoff Wealth Management was founded in 1978 by Ronald Sadoff.
