10/01/2021
Two Practices With Combined $350 Million Joining Cetera Through Farpointe Wealth Partners
First Oklahoma Advisory Group and Dahle's Financial Services represent the latest additions to the rapidly growing Farpointe community
Wealth and Asset Management
10/01/2021
MISSO Wealth Management To Join Focus Partner Firm Connectus Wealth Advisers, Continuing Connectus' Momentum and the Expansion of its Ultra-High Net Worth Footprint in Australia
Through a core emphasis on quality advice and transparency, MISSO delivers strategic advice through a holistic approach that is tailored to each client's specific needs and objectives.
10/01/2021
CI Financial Completes Acquisition of US$5.2-Billion Silicon Valley RIA Portola Partners
With the completion of the acquisition of Portola and other outstanding transactions, CI Private Wealth will serve clients across the United States with total assets of approximately US$82 billion (C$103 billion).
10/01/2021
FOX Announces BluWave as New Member of Direct Investing Resource Partnership
The Direct Investing Network Resource Partnership allows for access to key players in the family office industry and investing arena, the chance to connect with FOX's vast community of members, and the ability to grow through deep relationship buildi
10/01/2021
Canaccord Genuity Group Inc., Through Its Wealth Management Business in the UK, Announces the Completion of Its Acquisition of the Investment Management Business of Adam & Company
The completion establishes the Company's entry into the Scottish market
09/30/2021
Wealth Enhancement Group Joins Forces with Independent RIA
Fast-Growing Wealth Management Firm's 13th Integration in 2021 Elevates Total Client Assets to Over $50 Billion, Marks First Entry into Western New York Region
09/29/2021
Schwab Pilots Direct Indexing And Plans Advisor Launch
Charles Schwab is piloting Schwab Personalized Indexing among its employees, with plans for a 2022 launch for mass affluent investors and advisors.
09/29/2021
Morgan Stanley Launches Family Legacy and Governance Institute to Guide Professionals in Driving Multi-Generational Success
New virtual educational program is designed for estate planning, accounting and financial professionals in addressing human capital-focused needs
09/29/2021
RFC Financial Planners Joins Carson Partners
"RFC Financial Planners has been engaged in Carson Coaching for several years and now, as a Carson Partner, it will be more empowered for continued growth,"
09/29/2021
State Street Investor Confidence falls
Investor confidence was marginally weaker in September
09/28/2021
Stratos Wealth Partners Recognized as a Barron's Top 100 RIA Firm
For Four Consecutive Years, Stratos Listed as one of Nation's Top Independent Advisory Firms
09/28/2021
Mercer Advisors Acquires Miller Advisors, Inc.
Acquisition of Miller Advisors, Inc. Increases Mercer Advisors' Pacific Northwest Presence
09/28/2021
Geneva-based investment advisor sees an “acceleration in number of private market investments” among HNW clients, as well as increasing interest in digital assets
Tautu commented that his clients “like to take risks in these private markets, but the idea of being blocked for 10 years is still frustrating to them.”
09/28/2021
Advisor Group Successfully Recruits Three Wealth Management Practices With Combined $498 Million In Total Client Assets
Financial Advisors from California, Nevada Joining Advisor Group Subsidiary SagePoint Financial and Top Producer The AmeriFlex Group®
09/28/2021
Merger to Create $20 Billion Multi-Family Office
Cresset and Berman are a strong cultural fit and share a commitment to excellence, integrity, independence, and results.
09/27/2021
Goldman Sachs expects oil prices to reach $90 by year-end on supply constraints
Brent futures hit a near three-year high last week as global output disruptions have forced energy companies to pull large amounts of crude out of inventories
09/27/2021
Sphera Expands Front Office with SS&C
Israel's largest hedge fund manager leverages SS&C's Eze Investment Suite
09/24/2021
Zoe Financial Announces Its Partnership With Alchemist Wealth
Through this network, you will now be able to match with Alchemist Wealth Advisors, a black-owned Registered Independent Advisory (RIA) firm specializing in equalizing access to financial planning.
09/23/2021
Four Hightower Advisors Featured on Forbes' 2021 List of Top Next-Gen Wealth Advisors
These advisors represent the future of the wealth management industry.
09/23/2021
Citizens Financial CEO Hunts for Wealth Business Amid Deal Spree
Citizens is contacting wealth firms that look like a good fit and attempting to negotiate with their principals directly as a way of avoiding the bidding process.