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EP Wealth Grows Southeast Hub with $1.1B Atlanta Firm

Sep 17, 2024

RIA Edge Podcast: Talent Development and Client Engagement with Nate Lenz

Sep 17, 2024

Wealth.com Scores $30M in Series A Funding

Sep 16, 2024

Wealth Management Invest: Private Market Insights with Blackstone’s Joan Solotar

Sep 16, 2024

Creating the Family Office Framework: Three Keys to RIA Success

Sep 16, 2024

Featured

Fifteen of the Best Investment Books of All Time

Oct 16, 2023

Relive the 2023 WealthManagement.com Industry Awards

Sep 11, 2023

How Well Do You Remember 2019?

Jan 03, 2023

The 20 Most Future-Ready Large Cities in the U.S.

Oct 24, 2023

Highlights

Dougal Williams Vista Capital Partners CEO

Portland-Based Vista Capital Partners Names New CEO

Sep 17, 2024

Dougal Williams has been with the $2.5 billion wealth management firm since 2004, previously serving as chief wealth officer and lead...

EP Wealth Grows Southeast Hub with $1.1B Atlanta Firm

Sep 17, 2024

The acquisition of CornerCap Investment Counsel is another step on EP Wealth’s path to becoming a nationwide...

Small RIAs: ‘We Can Use Size to Our Advantage’

Sep 17, 2024

Small RIAs discuss how they’re staying relevant and competitive, as the larger firms continue to consolidate.

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$3.6B Cetera OSJ Recruits Advisor to Lead New Family Office Division

Sep 12, 2024

Cetera-backed Wilde Wealth Management Group has brought on Drew Kliber, who managed $400 million in assets at UBS, as head of its W Family Office division.

Hightower Stakes $2.3B Florida RIA

Sep 12, 2024

The deal with Charles D. Hyman & Company represents Hightower’s second transaction this year.

The Future of Organic Growth Goes Beyond Referrals

Sep 09, 2024

Chief executives at some of the largest and fastest-growing RIAs in the country argue for the need to institutionalize business development.

Focus Financial Relaunches $3.7 Billion Loan Amid Fall Frenzy

Sep 05, 2024

Focus initially pulled the deal last month amid the global market tumult that curbed debt issuance. The relaunched transaction essentially has the same terms.

Wealth Enhancement Group Acquires $1.3B Hybrid RIA

Sep 05, 2024

The addition of Philadelphia-based Levy Wealth Management Group pushes WEG’s clients' assets to more than $90 billion.

Pradeep Jayaraman Bluespring President RIAs

Bluespring Appoints Former Focus Executive as President

Sep 04, 2024

Pradeep Jayaraman, former co-head of partnerships and business development at Focus Financial, hopes to build on Bluespring’s...

Mesirow Acquires $235M South Florida Practice

Sep 03, 2024

Mesirow continues to grow its wealth management headcount with the addition of Price Wealth Management. The firm will expand...

Mercer Adds $412M Connecticut RIA, Boosting Northeast Presence

Sep 03, 2024

Benchmark Wealth Management will join the large RIA, which continues to focus on inorganic growth after expanding its M&A executive team earlier this year.

New Ensemble Practice Study: ‘We Have a Growth Problem’

Aug 30, 2024

Advisory firms grew 5.7% last year, according to a new study by The Ensemble Practice. It’s a wakeup call for firms to make marketing a vital function.

Morningstar Grapples with What Investors Value in a Financial Advisor

Aug 29, 2024

The new study combines years of research to gauge what clients value most and what areas advisors can focus on in strengthening relationships.

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