Advisor Channels

The Covenant deal, Captrust’s seventh this year, brings the RIA more scale in Texas and continues its strategy of combining retirement plan services with wealth planning.

You’re considering independence and the potential of taking on a capital partner. Is that the right move, or is there a better way to financially de-risk the leap? Here are five things to consider.

Fairport's deal to acquire FMA Advisory, facilitated by Hightower, will bring its total AUM to $3.9 billion.

Mariner's latest deal expands its presence in Florida and marks the RIA’s seventh acquisition since July.

The deal also includes Hibiscus Investments, Landsberg Bennett’s sister brand that serves mass affluent clients—and a structure for a potential next generation training program to the broader Hightower, according to the announcement.

A $2 billion AUM wealth management team based in Newport Beach, Calif., joins UBS.

The sibling-led team used startup and transition financing support from Dynasty to launch Nilsine Partners in Greenwood Village, Colo.