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Building the $50 Million Team

Oct 31, 2024

The Diamond Podcast for Financial Advisors: Why A Next Gen Merrill Advisor Joined His $1B Breakaway Colleagues

Oct 31, 2024

Behavioral Finance and its Connection to Financial Advice

Oct 31, 2024

$25B Evoke Advisors Acquires Multi-Family Office Crescent Bay Advisors

Oct 30, 2024

UBS Ultimately Wants to Buy a US Wealth Manager, Kelleher Says

Oct 30, 2024

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Scenes from the 10th Annual WealthManagement.com Industry Awards

Sep 09, 2024

Fifteen of the Best Investment Books of All Time

Oct 16, 2023

How Well Do You Remember 2019?

Jan 03, 2023

The 20 Most Future-Ready Large Cities in the U.S.

Oct 24, 2023

Erick Bergquist

Erick’s Recent activity

Captrust's Plan to Bridge Retirement and Wealth

Oct 27, 2020

Captrust executives discussed with WealthManagement.com their M&A strategy to bring institutional retirement services and a full-service wealth management firm under one roof.

Allworth's Hanson: Going National With Lightyear and Lessons From COVID-19

Oct 22, 2020

Allworth Financial co-CEO Scott Hanson on how the Lightyear Capital investment will help fuel a monthly buying binge of $100M to $500M AUM RIAs all willing to 'sing from the same song sheet' as part of a nationally...

Steve Alch to Head Merrill Lynch's Southeast Division

Oct 22, 2020

Merrill Lynch Wealth Management announced Thursday that nine-year veteran Steve Alch will head up the Southeast division, reporting to President Andy Sieg.

Pathstone Surges Forward With Lovell Minnick Investment

Oct 21, 2020

In the one year since its original investment from Lovell Minnick, and one month after a further infusion of capital, Pathstone has grown by $7 billion in AUA and has ambitions to reach $50 billion.

Window Closing for Majority Sellers Seeking to Hedge Election Results

Oct 16, 2020

Time is running out for RIAs to sell majority stakes and hedge against a Democratic sweep of the presidency and Congress on Nov. 3.

Morgan Stanley Adds 70 Advisors in Q3

Oct 15, 2020

Unlike its wirehouse competitors, Morgan Stanley added to its head count in the third quarter of the year, amidst the COVID-19 pandemic.

Wells Fargo, Bank of America Wealth Units Bounce Back From COVID-19 Lows

Oct 14, 2020

Wells Fargo's wealth division saw profits jump 157% compared with previous quarter in the throes of the pandemic, while Bank of America's Merrill Lynch and Private Bank units posted profits up 20% over the second...

Eaton Vance Deal Enables Customization by Morgan Stanley's Advisors

Oct 13, 2020

Morgan Stanley's acquisition of asset manager Eaton Vance for $7 billion would allow the wirehouse's financial advisors to better customize and enhance their product offerings, according to industry analysts.

SkyView Adds Investment Bank and Broker/Dealer, Becoming One-Stop M&A Shop

Oct 12, 2020

SkyView, the Minneapolis provider of bank financing to RIAs that also runs a list of firms for sale, added an investment bank Monday.

Wealth Enhancement Group Bolsters NY Presence with 10-15 Associates

Oct 08, 2020

Jeff Dekko's Wealth Enhancement Group said Thursday that it has acquired its second New York RIA in a month, 10-15 Associates, with $933 Million in AUM.

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