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RIA Roundup: Snowden Lane Surpasses $10B in Assets Jun 02, 2023 Close to $150 billion in transacted assets was announced this week as milestones were achieved and new territory was conquered. Six Key Takeaways From RIA Edge Jun 01, 2023 'It's a bull market for advice' and more key themes discussed at the conference. Hightower Buys $2.3B Vigilant Wealth Management Jun 01, 2023 In its 5th deal of the year, Hightower expands its footprint in the nation’s Northeast. Edelman Financial Engines Taps Personal Capital’s Shah as New CEO May 31, 2023 Edelman Financial Engines' current chief, Larry Raffone, will transition to chairman, effective in August. $1B Signature Bank Team Joins Atria's Cadaret Grant May 31, 2023 A trio from the former Signature Bank will operate as an independent team associated with a branch of Cadaret Grant. Focused on the Future: Michael Nathanson on Retaining Top Talent through Purpose, Sustainability and Culture May 31, 2023 Michael Nathanson of The Colony Group details what we all can do to make an impact on the industry. RIA Edge Panel: M&A Is Evolving but ‘Here to Stay’ May 30, 2023 While fluctuating capital markets may have caused buyers to become more selective, the talk of slowing RIA M&A activity has been overexaggerated, and valuations remain high for growing firms, said panelists at the RIA Edge conference last week. Load More first previous 1 2 3 4 5 6 next last Load More
Six Key Takeaways From RIA Edge Jun 01, 2023 'It's a bull market for advice' and more key themes discussed at the conference. Hightower Buys $2.3B Vigilant Wealth Management Jun 01, 2023 In its 5th deal of the year, Hightower expands its footprint in the nation’s Northeast. Edelman Financial Engines Taps Personal Capital’s Shah as New CEO May 31, 2023 Edelman Financial Engines' current chief, Larry Raffone, will transition to chairman, effective in August. $1B Signature Bank Team Joins Atria's Cadaret Grant May 31, 2023 A trio from the former Signature Bank will operate as an independent team associated with a branch of Cadaret Grant. Focused on the Future: Michael Nathanson on Retaining Top Talent through Purpose, Sustainability and Culture May 31, 2023 Michael Nathanson of The Colony Group details what we all can do to make an impact on the industry. RIA Edge Panel: M&A Is Evolving but ‘Here to Stay’ May 30, 2023 While fluctuating capital markets may have caused buyers to become more selective, the talk of slowing RIA M&A activity has been overexaggerated, and valuations remain high for growing firms, said panelists at the RIA Edge conference last week. Load More first previous 1 2 3 4 5 6 next last Load More
Hightower Buys $2.3B Vigilant Wealth Management Jun 01, 2023 In its 5th deal of the year, Hightower expands its footprint in the nation’s Northeast. Edelman Financial Engines Taps Personal Capital’s Shah as New CEO May 31, 2023 Edelman Financial Engines' current chief, Larry Raffone, will transition to chairman, effective in August. $1B Signature Bank Team Joins Atria's Cadaret Grant May 31, 2023 A trio from the former Signature Bank will operate as an independent team associated with a branch of Cadaret Grant. Focused on the Future: Michael Nathanson on Retaining Top Talent through Purpose, Sustainability and Culture May 31, 2023 Michael Nathanson of The Colony Group details what we all can do to make an impact on the industry. RIA Edge Panel: M&A Is Evolving but ‘Here to Stay’ May 30, 2023 While fluctuating capital markets may have caused buyers to become more selective, the talk of slowing RIA M&A activity has been overexaggerated, and valuations remain high for growing firms, said panelists at the RIA Edge conference last week. Load More first previous 1 2 3 4 5 6 next last Load More
Edelman Financial Engines Taps Personal Capital’s Shah as New CEO May 31, 2023 Edelman Financial Engines' current chief, Larry Raffone, will transition to chairman, effective in August. $1B Signature Bank Team Joins Atria's Cadaret Grant May 31, 2023 A trio from the former Signature Bank will operate as an independent team associated with a branch of Cadaret Grant. Focused on the Future: Michael Nathanson on Retaining Top Talent through Purpose, Sustainability and Culture May 31, 2023 Michael Nathanson of The Colony Group details what we all can do to make an impact on the industry. RIA Edge Panel: M&A Is Evolving but ‘Here to Stay’ May 30, 2023 While fluctuating capital markets may have caused buyers to become more selective, the talk of slowing RIA M&A activity has been overexaggerated, and valuations remain high for growing firms, said panelists at the RIA Edge conference last week. Load More first previous 1 2 3 4 5 6 next last Load More
$1B Signature Bank Team Joins Atria's Cadaret Grant May 31, 2023 A trio from the former Signature Bank will operate as an independent team associated with a branch of Cadaret Grant. Focused on the Future: Michael Nathanson on Retaining Top Talent through Purpose, Sustainability and Culture May 31, 2023 Michael Nathanson of The Colony Group details what we all can do to make an impact on the industry. RIA Edge Panel: M&A Is Evolving but ‘Here to Stay’ May 30, 2023 While fluctuating capital markets may have caused buyers to become more selective, the talk of slowing RIA M&A activity has been overexaggerated, and valuations remain high for growing firms, said panelists at the RIA Edge conference last week. Load More first previous 1 2 3 4 5 6 next last Load More
Focused on the Future: Michael Nathanson on Retaining Top Talent through Purpose, Sustainability and Culture May 31, 2023 Michael Nathanson of The Colony Group details what we all can do to make an impact on the industry. RIA Edge Panel: M&A Is Evolving but ‘Here to Stay’ May 30, 2023 While fluctuating capital markets may have caused buyers to become more selective, the talk of slowing RIA M&A activity has been overexaggerated, and valuations remain high for growing firms, said panelists at the RIA Edge conference last week. Load More first previous 1 2 3 4 5 6 next last Load More
RIA Edge Panel: M&A Is Evolving but ‘Here to Stay’ May 30, 2023 While fluctuating capital markets may have caused buyers to become more selective, the talk of slowing RIA M&A activity has been overexaggerated, and valuations remain high for growing firms, said panelists at the RIA Edge conference last week. Load More first previous 1 2 3 4 5 6 next last Load More
