The new registered investment adviser unit, J.P. Morgan Personal Advisors, operates under the roof of J.P. Morgan Wealth Management and will launch broadly next year.
The Toronto-based mega buyer adds $7.5 billion Gofen and Glossberg, growing its U.S. RIA assets to $95 billion.
Petaluma-based Investment Architects and its affiliated RIA, Resource Investment Architects, manage $1.25 billion.
Kevin Campbell and Amy Owen are opening an office for Homrich Berg in Palm Beach Gardens, Florida.
A new compensation plan is among the changes the firm is preparing for advisers in 2022.
DeGreen Capital Management in Paradise Valley, Arizona, which has $328 million in AUM, is the firm’s second acquisition in the state.
The three advisers will open the firm’s third Montana office in Helena.
“We are probably working on more deals than I can ever remember," the Focus Financial CEO said as the company reported its third-quarter earnings.
Team leader Bryan Sweet had been with Raymond James for 32 years.
Treasury inflation-protected securities have become the hottest ticket in 2021 as messages about 'transitory' inflation clash with reality.
Atlanta-based ACG Wealth was founded in 2002.
William Neil "Doc" Gallagher courted victims with Bible-thumping zeal and loads of Texas charm.
In the tech world, integration will not only help you 'future-proof' your tech stack, but also help make any tech missteps easier to fix.
The Canadian aggregator makes it first move into Michigan and shows no signs of slowing the rapid pace of its dealmaking.
Two tech platforms team up to launch a low-volatility cryptocurrency model portfolio for less adventurous investors in digital assets.
New research from the Foundation for Financial Planning shows that fintech innovation falls short when it comes to planning for low- and moderate-income pro bono clients.
James Gorman of Morgan Stanley and Charlie Scharf of Wells Fargo both took time during their earnings conference calls to share some thoughts about their RIA competitors.
The futures-based access to cryptocurrencies has been described as better than nothing by investors. But, financial advisers might have trouble managing client expectations.
Barley Mill Asset Management is based in Wilmington, Delaware; the Delaware office will remain under the leadership of Paul Dorsey, who founded Barley Mill more than a decade ago.
The purchase of the Seattle-based McCutchen Group will push the Canadian aggregator of registered investment advisers to more than $85 billion in US wealth management assets.
