Hughes Financial Services is one of three firms to join Bluespring last year.

Savvy Wealth Investment Management is the latest update to the RIA’s responsive, tech-driven platform.

Kovitz Founder Mitch Kovitz will serve as vice chairman, while The Colony Group CEO Michael Nathanson takes over as president of Focus Financial Partners.

Advisors with fewer than four clients can now access Elements’ digital planning and prospecting platform for free.

Luke Winskowski, former head of Thrivent’s advice and wealth management division, has joined 49 Financial as president. The Austin-based RIA with just under $1 billion in client assets was the first outside firm to join Thrivent Advisor Network.

Why Stratos Wealth slowed down to drive growth for the future.

It was a slow week for deals in the RIA space but MAI didn’t miss a beat and Wealth Enhancement Group reinforced its position as 2023’s most active buyer.