Addepar, the technology platform provider to RIAs and wealth managers, has raised $230 million in its…
Category: Asset Allocation
McKinsey on the Future of Retirement Advice
If the numbers crunched by McKinsey & Company are to be believed, millions of wealthy retirees…
bQuest Launches Turnkey Aging-Care Support Platform for Advisors
I sure could have used some of the services bQuest announced this week—if only it existed…
RIA Edge Podcast: TFO’s Chris Erblich
How can a firm truly put families first in wealth management? Join host David Armstrong as…
Market, Economic Outlooks Tick Up in April
Financial advisor confidence in both the overall economy and the stock market recovered somewhat in April…
State Wealth Tax Innovations: Tips for High-Net-Worth Clients
As federal tax reform unfolds under the new administration, some states are debating new approaches to…
Hub Lands $1.6B Minority Stake from T. Rowe-Led Investors
Hub International, an insurance brokerage and financial services firm based in Chicago, has secured an agreement for a…
Navigating Elder Care Planning with Lauren Clough
As clients demand more holistic and human-centered planning experiences, financial advisors are increasingly being asked to…
LPL on Track for 90% Commonwealth Advisor Retention, Reports Strong Q1 Growth
LPL Financial is “in line” to meet its 90% advisor retention rate goal for Commonwealth Financial…
Osaic Super OSJ Affiliated Advisors Lands 30 New Teams
Affiliated Advisors, a large office of supervisory jurisdiction with independent broker/dealer Osaic, recruited 30 new advisors…
Wall Street Brokers Face $30B Revenue Risk from ETF Rule Change
(Bloomberg) — A potential regulatory shift in favor of the ETF industry is expected to shake up the…
Mercer Adds $885M With Double Deal, Surpassing 100th Acquisition
Mercer Global Advisors announced its first big M&A deal in 2016, when it merged with Houston-based…
iCapital Teams with Bitwise to Bring Crypto to its Marketplace
Crypto asset manager Bitwise Asset Management has announced that its strategies will now be available on…
PAG Gains RIA Founder Who Managed $4B with Neuberger
Private Advisor Group, a registered investment advisor and office of supervisory jurisdiction affiliated with LPL Financial based in Morristown,…
Anthony Stich Leaves MarketCounsel for $5B RIA Moran Wealth Management
One year after joining MarketCounsel, the business and regulatory compliance consultancy to independent advisors, Anthony Stich has…
PE Firms 119th Street, Pelican Stake New RIA Maridea Wealth
Maridea Wealth Management, a Brooklyn-based registered investment advisor founded in 2023, has sold a private equity…
Carlyle, State Street Mull in Talks on Retail Wealth Partnership
(Bloomberg) — State Street Corp.’s asset-management arm held preliminary talks with Carlyle Group Inc. about a…
Goldman Sachs Launches Alts University for Advisors
Goldman Sachs Asset Management is adding to the industry-wide push to “democratize” alternative investing by launching…
Webull Partners with BlackRock to Launch Custom Model Portfolio Services
Webull, a St. Petersburg, Fla.-based online investment platform, has expanded its advisory services with the addition…
Great Hill Makes First Investment in RIA Market
Great Hill Partners, a Boston-based private equity firm, has made a minority investment in Mission Wealth,…
Ex-Ameriprise Exec Joins John Thiel’s RIA Indivisible Partners
Sandy Bolton, who stepped down as head of wealth management solutions at Ameriprise about a year…
Savant Adds $1.15B RIA; Mariner Snags $325M Firm
Savant Wealth Expands Into Rhode Island With $1.15B Corrigan Savant Wealth Management, a $29.6 billion registered…