RIA News

On day one of DeVoe & Co.’s Elevate conference, attendees were told to channel 'Kung Fu Panda' and be more like Starbucks.

Cresset has combined with TRUE Capital Management, a San Francisco-based RIA managing $1.7 billion on behalf of high-profile clients in the sports and entertainment industries.

More than $6.6 billion in assets was transacted this week, while two new firms were launched, an investment bank opened, and key positions were created and filled.

Focus Financial Partners posted a net loss and lower-than-expected revenue during the first quarter, as it nears a sale to private equity firm Clayton, Dubilier & Rice.

After a long tenure as the investment banker to RIA deal-makers, Nesvold is jumping to the other side of the table and joining former client Cresset, a fast-growing $30 billion RIA.

Launched with support from Dynasty Financial Partners, the New Jersey-based team managed $875 million at Merrill.

Daniel Murphy and his team left Wells Fargo to establish Great Lakes Private Wealth with capital, resources and technology support from Summit.

Schwab-backed Dynasty is now offering M&A advice and financial support to firms outside its network.

The veteran executive will work to consolidate, standardize and scale the West Coast RIA.

With $2 billion in advised assets and a niche serving tech entrepreneurs, Austin-based Brainard will help Pathstone become a national brand for ultra-high-net-worth clients.