| | | | | Even before President Donald Trump’s recent trade agreements, financial advisors were starting to feel a bit better over the health of equities and the economy. Read More > |
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| | | Ownership and female leadership are key to career satisfaction for mothers in wealth management, according to a new Ensemble Practice study. Read More > |
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| | | The minority investment in Hub values the firm at $29 billion and includes funds managed by T. Rowe Price, private equity firm Alpha Wave and Singapore’s Temasek. Read More > |
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| | | 1280 Financial Partners also comes with institutional consulting capabilities it will offer to other Sanctuary partner firms. Read More > |
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| | | In a lawsuit filed in Georgia, Mercer argues Ryan Malec and David Weitz took former clients with them when they quit Mercer to form Unified Investment Management in 2023. Read More > |
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| | | Financial Synergies has completed a long-term plan to transfer ownership to a new generation of advisors, passing up private equity and outside capital along the way. Read More > |
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| | | After thinking through what was best for MarketCounsel’s business and his family, Stich has taken the CMO role at Moran, with plans to relocate to Naples, Fla. Read More > |
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| | | The RIA has completed 101 deals since launching its M&A strategy in 2016. Read More > |
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| | | Former Triad Wealth President Sara Baker will be head of M&A for Allworth, while Focus Financial Partners has made former network RIA President Zinovy Iosovich chief growth officer. Read More > |
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| | | Goldman Sachs has launched a free investment university for advisors and individual investors as the asset manager seeks to connect with RIAs on its alternative and private market offerings. Read More > |
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| | | Louis Diamond will now serve as CEO of the wealth management recruiting and consulting firm, with his brother Jason becoming president. Read More > |
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| | | The CFP Board has ramped up its exam preparation tools with AI that adjusts to a test taker’s knowledge level and areas of need. Read More > |
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| | | As RIAs grow, hiring strategies must shift from seeking general talent to targeting specific skillsets. Read More > |
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