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Aspirational Versus Strategic M&A

Dec 12, 2024

The Diamond Podcast for Financial Advisors: Growing a $1B Business to a $4B Enterprise

Dec 12, 2024

Prospecting Startup FINNY AI Raises $4.2M

Dec 11, 2024

Beyond the LOI: How Integration and Culture Define Success in RIA Deals

Dec 11, 2024

SEI To Acquire Tax Optimization Software Provider LifeYield

Dec 11, 2024

Featured

Scenes from the 10th Annual WealthManagement.com Industry Awards

Sep 09, 2024

Ten Best Books of 2024 for Financial Advisors

Dec 05, 2024

America’s 30 Safest and Wealthiest Retirement Towns

Nov 27, 2024

How Well Do You Remember 2019?

Jan 03, 2023

Highlights

$47B RIA Clearstead Names New President and CEO

Dec 13, 2024

Bradley Knapp takes over for current CEO David C. Fulton, Jr., on Jan. 1, as part of a longstanding succession plan.

Aspirational Versus Strategic M&A

Dec 12, 2024

M&A is not for the faint of heart, said panelists at The MarketCounsel Summit.

Hightower Takes Stake in $800M Denver RIA

Dec 12, 2024

Chicago-based Hightower’s investment in Dechtman Wealth Management is the firm’s sixth this year and follows its...

2024 Best of the Best

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The Diamond Podcast for Financial Advisors: Growing a $1B Business to a $4B Enterprise

Dec 12, 2024

DayMark Wealth Partners' Mike Quin describes his experience leaving the wirehouse world at Wells Fargo and going independent.

Beyond the LOI: How Integration and Culture Define Success in RIA Deals

Dec 11, 2024

Henry Hagenbuch, senior managing director, head of M&A at Lido Advisors, challenges common misconceptions about "day one” transformations, emphasizing the importance of gradual integration and alignment with a firm’s culture.

MarketCounsel Hires Paul Lally as Head of Business Solutions

Dec 11, 2024

Lally, who announced the news from The MarketCounsel Summit stage, will be responsible for helping RIA clients meaningfully engage with the firm’s products and services.

Snowden Lane Program Awards Retiring Advisors an Option to Cash In

Dec 11, 2024

The five-year program allows advisors to monetize some of their books of business before retiring.

Homrich Berg Lands $6.4B Maryland RIA

Dec 11, 2024

The acquisition of Maryland-based multi-office and RIA WMS Partners will boost Homrich Berg’s total assets under management...

Lido Advisors Acquires $1.1B Los Angeles Firm

Dec 10, 2024

The purchase of Avitas Wealth Management expands Lido’s presence in the city where it is headquartered. It’s the latest large...

Modern Wealth Reels in Three Firms Totaling $500M

Dec 10, 2024

The latest acquisitions by Modern Wealth, co-founded by a trio of former United Capital executives, bring its total to 13 deals...

The Ten to Watch in 2025: Jason Barber

Dec 10, 2024

Jason Barber is founder of Uptick Partners.

Ten to Watch in 2025: Caitlin Douglas

Dec 10, 2024

Caitlin Douglas is a founding partner and COO at Elevation Point.

Ten to Watch in 2025: Aly Kassim-Lakha

Dec 10, 2024

Aly Kassim-Lakha is the founder and CEO of Aspen Standard Wealth.

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