03/20/2025
Merit Financial Advisors Partners with Sanctuary Wealth Management and Fiduciary Services; Adds First Office in Idaho
Sanctuary, in working with private clients, specializes in investment advisory and portfolio management.
Wealth and Asset Management
03/20/2025
Wealth Partners Capital Group and HGGC Establish Strategic Partnership with MCF Advisors
Kentucky-based RIA receives investment to accelerate organic and inorganic growth
03/19/2025
Three UBS Financial Advisors in Pacific Desert Market named to Financial Planning Top 40 under 40
They are considered by Financial Planning to be among the industry's top-producing young financial advisors at wirehouses and regional firms.
03/19/2025
Silverleaf Wealth Management raises $30 million
The firm remains founder-owned and has maintained stable growth over its 15-year history, supported by a strong asset base and cash flow profile.
03/19/2025
Nine UBS Advisors in the South Atlantic Wealth Management Market Named to the Barron’s Top 1200 Financial Advisors List
Among those recognized, UBS advisors Greg Cash and Mitchell Wickham of Wickham Cash Partners ranked No. 1 and No. 2, respectively, in North Carolina.
03/18/2025
Edward Jones Aims To Balance HNW Focus With 'Main Street' Reputation
According to Managing Partner Penny Pennington, Edward Jones’ newly-announced HNW service will also benefit the “less affluent” clients it assists.
03/17/2025
Integrated Partners Adds $331M Prout Financial to Network
The Traverse City, Mich.-based advisors will join Integrated’s advisor network while continuing to host their weekly local radio show on financial literacy
03/17/2025
FNEX launches alternatives platform for US wealth managers
With a commitment to elevating client portfolios, the FNEX Alternatives Market empowers wealth managers with tools to access diverse boutique investment strategies
03/17/2025
Summit Financial invests in New Jersey’s Gateway Advisory
Gateway Advisory specialises in investment advice, tax planning, risk management, and wealth transfer planning.
03/17/2025
Ritholtz Wealth Execs Launch Chart Platform for Advisors
Exhibit A will feature pre-built, white-labeled decks covering market volatility, U.S. market performance, historical bull and bear markets and earnings trends.
03/14/2025
Former B. Riley wealth platform head launches RIA
Thomas Kowalczyk has stood up Steadtrust LLC, a Dallas-area RIA.
03/14/2025
ASK Wealth high net-worth clients make most of opportunity to invest in Blackstone’s private equity fund
In expansion mode, ASK Wealth takes branch network to 25, adds more relationship managers
03/13/2025
LinePoint Partners & Co. Launches Family Office Firm with a Pioneering Affiliation Model for Ultra-High-Net-Worth Financial Advisors and Single Family Office Executives
Led by family office veterans with a heritage of representing and managing multi-generational family enterprises
03/13/2025
Twenty Four Wealth Management acquires Florida RIA
The acquisition expands Twenty Four Wealth's assets under management to $1.1bn.
03/13/2025
Bridgepoint assets double from 2021 IPO
The now $75.6bn PE firm is reaping the benefits of its acquisition of infrastructure firm ECP. It has lofty ambitions to increase assets to $200bn by 2031.
03/13/2025
Edward Jones Enhances Capabilities to Serve High Net Worth Clients
Being able to bring together a dedicated team of trusted professionals working collaboratively to meet clients' needs is a game changer for Edward Jones
03/13/2025
RISR Partners With NewEdge Wealth to Support Better Outcomes for Business Owners
NewEdge Wealth advisors gain access to the RISR platform, arming them with insights to better serve business owner clients
03/13/2025
TAG Associates Wins Award for Best Due Diligence; Shortlisted for Two Others
“We are thankful for this recognition of the hard work and extensive research we do on behalf of our clients,” said David Basner, CEO of TAG.
03/13/2025
Pulse360 and Wealthbox Unveil Dynamic SmartFields, Revolutionizing Wealth Management Operations
Dynamic SmartFields helps advisors cut manual work, scale efficiently, and deliver a superior client experience
03/12/2025
New Wealth Management Firm, Five Eleven Partners, Launches to Redefine the Family Office Experience
Firm Taps Industry Vets to Serve Select Number of Families