With 15 deals announced and another three the firm says are expected, 2023 stands as the second-most active in WEG’s history.

Wealthspire's Mike LaMena discusses his journey, his firm's offerings and multi-generational planning.

Ritik Malhotra is the co-founder and CEO at Savvy Wealth.

In the latest RIA news, Carson Group, Lido Advisors, Snowden Lane Partners, Buckingham Strategic Wealth, Savvy Advisors and Cetera all announced deals this week.

After rejoining the protocol earlier this year, Cresset is doing an about face and will leave the agreement effective Jan. 1, suggesting to some legal observers an ownership transition may be on the horizon.

Lincoln National Corp. is shedding its two broker/dealers and RIAs in a deal that adds about 1,450 advisors and $108 billion in assets to Osaic's network.

The deal with New England Pension Plans Systems is Edelman Financial Engine's largest acquisition since 2021.