WealthManagement Edge

RIA Edge

Highlights

Wealthspire to Make Largest Acquisition in Firm History

Sep 27, 2023

The agreement to buy GM Advisory Group will add more than $6 billion in client assets to the NFP-owned RIA.

Carson Tech Council Seeks to Create AI-enabled 'Cyborg Advisors'

Sep 26, 2023

Carson Group replaced its chief technology officer with a four-person technology team as the firm moves to...

LPL Opens Acquisition Model to External Advisors

Sep 26, 2023

LPL's 'liquidity and succession' program aims to ease the economic burden of internal succession for practices...

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Pitcairn Names New CEO

Sep 26, 2023

Pitcairn CEO Leslie Voth is passing the torch of the century-old firm to Andrew Busser in November.

RIA M&A Sees ‘Notable Uptick’ After 9 Months of Declining Activity

Sep 24, 2023

Dealmaking in the RIA space picked up in the third quarter, a sign we're headed for a period of increased activity, according to DeVoe & Co.

RIA Roundup: NFP Acquires Divergent Wealth Advisors

Sep 22, 2023

NFP grew its wealth and retirement business in Utah, R&R left Avantax for Commonwealth, tru Independence launched its 4th firm of 2023 and Johnson Financial, LPL and Kestra all made announcements this week.

Mindy Diamond on Independence: Jack Peterson on Summit Trail's Blockbuster Breakaway

Sep 21, 2023

The Barclays breakaway discusses his 2015 landmark leap with five partners, three offices, and $3 billion in AUM, plus shares why he feels UHNW clients are best served in independence, what they do to drive extraordinary growth, and much more.

The Healthy Advisor Podcast with Diana Britton

The Healthy Advisor: Finding Courage to Leave an Abusive Relationship with Cary Carbonaro

Sep 20, 2023

To an outsider, advisor Cary Carbonaro looked like a strong, successful woman. But behind closed doors, she faced physical...

Focused on the Future: JC Abusaid on Being Fearless and Defining Your Northstar

Sep 20, 2023

The Halbert Hargrove CEO discusses the importance of purposeful collaboration, being fearless on culture, clients and teams...

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