RIA Edge

The Wipfli Financial Advisors acquisition comes with a retirement practice and a mass-affluent focused tech platform.

Fidelis hopes to bring private banking services to the independent space, at a time when, these advisors say, the big institutions are cutting back.

The former Reynolds Investment Management will partner under the Captrust banner with a Greenville, S.C., team acquired last year.

The Jacobi-Hakala Group has been formed under Snowden Lane Partners, reuniting two long-time colleagues.

On the heels of Q2 earnings report, Focus Financial launched partnership with Community Capital Technology for client lending.

Buoyed by a private equity infusion, The Mather Group reinforced its regional footprint in D.C. and Houston this week.