| | | | | Thiel has founded the new RIA alongside a number of former Merrill veterans. Read More > |
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| | | Aspen Standard Wealth has taken a majority stake in Summitry, a $2.8 billion RIA, as it aims to hold wealth management firms permanently and solve some of their pain points. Read More > |
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| | | The commission settled charges that Wahed Invest violated the ad rule when including a pro soccer player and MMA athletes in marketing without clarifying that they weren’t clients and were compensated. Read More > |
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| | | Mariner CEO and President Marty Bicknell will maintain majority control, and Leonard Green & Partners will retain its minority stake in the wealth management firm. Read More > |
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| | | Stout, who sold her firm to OneDigital in 2021, will lead Prime Capital Retirement and Prime Capital Wellness. Read More > |
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| | | Omaha-based Homan Wealth Advisors will join Colony's Buckingham Strategic Wealth. Read More > |
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| | | The deal with Family Asset Management expands Sequoia’s Southeast footprint and represents its seventh acquisition since 2023. Read More > |
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| | | With this and its recently announced deal with Pegasus Partners, Lido’s total assets will grow to about $27 billion to $28 billion. Read More > |
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| | | The combined firm will be based in Los Angeles. In 2022, Crescent Bay received a minority investment from Merchant Investment Management. Read More > |
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| | | They cited performance, change in service levels and advisor moves as reasons they would switch today, according to a new Dynasty study. Read More > |
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| | | Indexed ETFs remain a top tool, but advisors report healthy usage of actively managed ETFs and mutual funds for equities and fixed-income allocations. Read More > |
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