| | | | | From the heads of mega-RIAs to solo practitioners, many wealth managers say outgoing Berkshire Hathaway CEO Warren Buffett has impacted their investing and management styles. Read More > |
|
|
| | | Americana, an RIA on the Dynasty platform started by Morgan Stanley alumni, has recruited four advisors from the wirehouse to its Houston office. Read More > |
|
|
|
| | | Raymond James will take a minority, non-controlling stake in advisors' practices in exchange for revenue to help those looking to acquire, hire or create a succession plan. Read More > |
|
|
|
| | | The acquisition of Cahill Wealth Management is Edelman's first this year and expands its wealth management services in the Midwest. Read More > |
|
|
|
| | | Seth Merrill joins from Ensign Peak Advisors, the investment firm for The Church of Jesus Christ of Latter-day Saints, and replaces Dustin Thackeray, who’s been appointed head of portfolio management. Read More > |
|
|
|
|
