This episode features a few plot twists that differentiate it from the typical wirehouse breakaway story. For instance, one advisor who spent a dozen years with the CIA before starting a career in ...

Alternative asset manager Hamilton Lane launched a new venture capital and growth fund to join its broader $10 billion AUM evergreen products. The Hamilton Lane Venture Capital and Growth Fund ...

Savant Wealth Management, a $29.6 billion registered investment advisor based in Rockford, Ill., has expanded into Rhode Island by acquiring Corrigan Financial’s 25-person team and $1.15 billion ...

Savant Wealth Management, a rapidly growing, employee-owned registered investment advisor based in Rockford, Ill., announced this week that it had acquired Capital Directions, an Atlanta-based ...

Concurrent Investment Advisors hit growth goals in its first year as a newly structured hybrid RIA and started 2024 with a couple of new additions, the firm reported this week, while Carson Group ...

Hightower has announced its third deal in the last two weeks, this time investing in Bluerock Wealth Management, an Alpharetta, Ga.-based registered investment investor with $700 million in client ...

Merriman Wealth Management, a Seattle-based registered investment advisor with approximately $4.16 billion in assets, has signed an agreement to merge into Focus Partners Wealth, the newly ...

Sullivan, Bruyette, Speros & Blayney, an RIA with $5 billion in assets under management located in McLean, Va., has been acquired by Creative Planning. The transaction contained stock and cash ...

Lido Advisors, a Los Angeles-based RIA with $29 billion in client assets, has acquired BluePointe Capital Management, a Menlo Park, Calif.-based firm with $870 million in AUM. BluePointe, a fee ...

The annuity marketplace has long been seen as complex and opaque—but that’s changing. In this video, Morgan Christiansen of The Pinnacle Group explores how RIAs can now access transparent ...

Jason Borek of The Pinnacle Group unpacks two of the most pressing challenges facing RIAs today: attracting next-gen talent and driving organic growth. He explores why education—not sales—is ...

Join Tim Goodwin, Senior Wealth Advisor and Founder at Goodwin Investment Advisory, as he describes how they are a fee-only financial advisory firm located in Woodstock, Georgia. At Goodwin ...