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Highlights

Morgan Stanley Wealth Management Posts Record New Asset Flows of $105B

Apr 16, 2021

The firm’s net new assets in the wealth management business were up 183% from a year ago, which executives attribute to net new clients...

Journey Strategic Wealth Adds First Tuck-In Team

Apr 13, 2021

San Francisco–based advisor Kristin Bartlow and her team bring $180 million in client assets to Journey...

Grove Point CCO Jason Albino; COO Rob Costello; President Michelle Barry and Head of Business Development Robert Engle

H. Beck Goes to Market With New Name, Refreshed Platform

Apr 06, 2021

The IBD, now called Grove Point Financial, hopes a new brand, tech platform and an IAR-only business model will...

WMTV: The Premiere Source for Wealth Management Video Content

You lead a fast paced life and wealth content should match it, this is why we created WMTV. Your destination for Wealthmanagement.com coverage on investments, practice management, fintech and more.

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CI Financial Acquires $2.5B Barrett Asset Management

Mar 11, 2021

This marks CI’s 15th deal since entering the U.S. RIA market in January 2020, bringing its total U.S. assets to about $50 billion.

Cetera Buys RIA MAGIS Financial Partners

Mar 09, 2021

Cetera Advisors gets into the M&A game, buying its first RIA from another Genstar Capital–backed firm, Ascensus.

Mindy Diamond on Independence: How Models Like Wells Fargo’s First Clearing Offer Optionality and Flexibility

Feb 25, 2021

First Clearing President John Peluso talks about the multi-channel model.

Focus Has $1B of Dry Powder as It Looks Globally

Feb 18, 2021

CEO Rudy Adolf said the firm has $1 billion in firepower as it looks to expand its global footprint through Connectus, its new in-house shared services model.

LPL to Offer Biz Solutions Service to Non-LPL Advisors

Feb 04, 2021

“If we do that well for LPL advisors, then we could easily take that to an advisor that doesn’t necessarily sit on our platform...

Captrust Acquires $3B RIA Genovese Burford & Brothers

Feb 03, 2021

The acquisition brings Captrust a larger presence in Northern California and continues its strategy of combining retirement...

Raymond James, Ameriprise Report Slight Gains in Advisor Headcount

Jan 28, 2021

Raymond James Chairman and CEO Paul Reilly says the pace reflects higher competition for talent, especially in the employee...

Atria Acquires Sixth Independent B/D, SCF Securities

Jan 27, 2021

SCF Securities would add $4 billion in assets under administration and about 150 advisors to Atria Wealth Solutions’ platform.

Hightower Sees New Opportunity in IBD-Affiliated Firms

Jan 26, 2021

Hightower has already made two acquisitions of firms sitting at independent broker/dealers, and CEO Bob Oros expects it to be an area of growth for the firm going forward.

CI Financial to Acquire $23B Segall Bryant & Hamill

Jan 25, 2021

CI's deal to acquire Segall Bryant & Hamill, a Chicago-based investment and wealth manager, would be its largest yet.

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