The newly created RIA, Stablepoint Partners, said Goldman’s research, investments and white glove service stood out.
Mariner's "ongoing" campaign to lure Edelman Financial Engines advisors includes calling the larger RIA a "sinking ship."
It was another busy week for M&A in the RIA space, with no less than 10 firms announcing deals, representing close to $8 billion in transacted assets.
Joining as a founding managing partner and global investment strategist, Joelson brings an impressive resume to the nascent, tech-centric advisory platform.
Telemus adds Chicago-based Ketoret Capital, which focuses on serving widows, divorcees and members of the Jewish diaspora.
The latest deals add $389 million in assets and two upstate New York offices.
Steward is getting into the M&A game for real, establishing an 'owned business’ division with Freedom Street Partners.
Now at $245 billion in AUM, Edelman expects to increase M&A momentum in 2024.
With its eighth deal of year, Savant will have added more than $8 billion in 2023 as the firm seeks to more than triple assets over the next four years.
tru Independence signs up to offer Opto's customized private investment funds to a growing stable of partner firms.