Diversify adds more than $2 billion in AUM with the debut of its acquisitive employee model.

Since taking over as CEO following co-founder Jud Bergman’s death in 2019, Crager and the company have weathered several storms.

A 10-person team has left Securities America to harness technology, compliance and administrative support offered on the $2 billion RIA platform.

This week, the RIA industry saw at least 11 deals, some key people moves and one rebrand.

Twenty percent of advisors are “struggling,” particularly minorities and younger industry participants, according to new Kitces research.

The acquisition of Minnesota-based Ledge Wealth brings Peter Raimondi’s 5-year-old firm to nearly $5 billion in assets.

The deal with FirstWave represents Savant's 11th acquisition in the last year.

Will Gungoll left Edward Jones to create Buffalo Capital, a name that honors his Native American heritage and community in Enid, Okla.

In her new role as FPA president, advisor Claudia Cypher Kane will push for title protection for financial planners.

The Birmingham, Ala.-based RIA acquired the investment advisory business of StrategIQ Financial Group, adding $1.5 billion in assets.