RIA News

Nikki Bell joins BridgePort Financial Solutions, the RIA launched by Cambridge earlier this year, from Wealthspire.

The acquisitions of Atlas Financial and Newport Advisory add $878 million in assets to the firm.

The deal will give private company shareholders access to Dynasty’s wealth management and advisory services.

The recent SEIA acquisition brings Canon Price, founder of $300 million AUA RIA Beverly Investment Advisors, back to the firm where she started her career three decades ago.

This brings DPL’s total funding to $69 million and marks the first investment from insurers.

Offit Advisors represents the fourth practice to join Miracle Mile in 2024, bringing its total assets under management to $7.4 billion.

Rich Franchella joins Procyon to lead business development and recruit advisor teams across the RIA’s business verticals.

Constellation has invested $150 million, representing less than 10% of Cresset’s business.  

In the weeks leading up to November’s election, financial advisors were largely positive on the state of the economy and the stock market, according to the monthly Advisor Sentiment Index.

The deal is large enough that it needs approval from the government of Canada, which has sought to beef up its reviews of investments by foreign state-owned businesses.