Wealth Management

JULY 17, 2025

based accounting firm, is taking a page from large registered investment advisors by bringing together taxes and wealth management. July 17, 2025 3 Min Read Innovative CPA Group co-founder Anthony Minopoli The Innovative CPA Group, a Shelton, Conn.-based

Wealth Management

Wealth Management

AUGUST 1, 2025

Raymond James Practice Mercer Advisors Lands $1.2B Raymond James Practice Mercer Advisors Lands $1.2B Concept of digital social marketing. Raymond James Practice The deal is Mercer’s third $1 billion-plus acquisition in as many months. based wealth management firm with $1.2 billion in client assets across about 200 families.

Estate Planning

Wealth Management

JULY 18, 2025

Alex Ortolani , Senior Reporter , WealthManagement.com July 18, 2025 1 Min Read Resonant Capital Advisors CEO and President Benjamin Dickey Resonant Capital Advisors, a $2.2 billion registered investment advisor based in Madison, Wis., Concept of digital social marketing. based QBCo Advisory.

Accounting

Wealth Management

AUGUST 6, 2025

Alex Ortolani , Senior Reporter , WealthManagement.com August 6, 2025 5 Min Read Larry Milton Mergers and acquisitions and advisor recruiting have stayed strong this summer in the registered investment advisor and broker/dealer space. Concept of digital social marketing. Boston Firm RIA Holding Company Aspen Acquires $1.1B

Estate Planning

Wealth Management

AUGUST 4, 2025

4, 2025) 11 Investment Must Reads for This Week (Aug. nations vying for wealth management business in the United States. nations vying for wealth management business in the United States. WealthManagement.com Staff August 4, 2025 11 Slides START SLIDESHOW LagartoFilm/iStock/Getty Images Registered investment advisors in the U.S.

Estate Planning

Wealth Management

AUGUST 13, 2025

Dollenmeyer, Megan Vandermeer Aug 13, 2025 9 Min Read Business Planning Related Topics Client Relations Growth Strategies Professional Development Diversity & Inclusion Recent in Business Planning See All Businessman hand holding magnet and magnetizing avatars. Concept of digital social marketing.

Valuation

Wealth Management

AUGUST 5, 2025

Alex Ortolani , Senior Reporter , WealthManagement.com August 5, 2025 2 Min Read hocus-focus/iStock/Getty Images Plus Arax Investment Partners, a wealth management platform backed by private equity firm RedBird Capital Partners, has acquired another $1 billion registered investment advisor in a deal for Chesterfield, Mo.-based

Wealth Management

Wealth Management

JULY 1, 2025

based registered investment advisor with $1.1 Diana Britton , Executive Editor , WealthManagement.com July 1, 2025 1 Min Read Steward Partners, an employee-owned hybrid partnership of independent advisory firms , has acquired Consilium Wealth Management, a Danville, Calif.-based Seo and a team of about 10.

Wealth Management

Wealth Management

JULY 31, 2025

Alex Ortolani , Senior Reporter , WealthManagement.com July 31, 2025 3 Min Read Savvy Advisors, the registered investment advisor arm of platform provider Savvy Wealth , has added an advisor group managing $270 million in client assets in a first push toward bringing on larger teams alongside the solo practitioners that have fueled its growth.

Estate Planning

Wealth Management

JULY 15, 2025

Alex Ortolani , Senior Reporter , WealthManagement.com July 15, 2025 3 Min Read Cory Nakamura, chief investment strategist at Mosaic Pacific Creative Planning Adds $430M Hawaii-based RIA Creative Planning, the mega-registered investment advisor based in Overland Park, Kan. ,

Planning

Wealth Management

JULY 15, 2025

The firm’s founders are two second-generation advisors breaking away from Raymond James along with their fathers. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.

Estate Planning

Wealth Management

AUGUST 6, 2025

Aspen has invested in MG Financial, a Boston-based RIA with $1.1 Concept of digital social marketing. Boston Firm RIA Holding Company Aspen Standard Wealth Acquires $1.1B Boston Firm Aspen Standard Wealth’s deal with MG Financial represents its fourth transaction since launching last year. billion in assets under management.

Wealth Management

Wealth Management

JULY 1, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 thumbnail Investment ETFs Explained: Innovations, Trends, and the Investment Landscape ETFs Explained: Innovations, Trends, and the Investment Landscape by Ryan Nauman Jun 30, 2025 Wealth Planning Related (..)

Wealth Management

Wealth Management

JULY 22, 2025

Diana Britton , Executive Editor , WealthManagement.com July 22, 2025 3 Min Read MicroStockHub/iStock/Getty Images Plus As mergers and acquisitions activity in the registered investment advisor space continues to break records, the RIA channel looks much different than just five years ago. Concept of digital social marketing.

Estate Planning

Wealth Management

JULY 10, 2025

About the Author Alex Ortolani Senior Reporter, WealthManagement.com Alex Ortolani is a New York-based senior reporter with WealthManagement.com with a focus on deals, moves and trends in the registered investment advisor space.

Wealth Management

Wealth Management

JUNE 20, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 stock market chart hand finger pointing Alternative Investments Advisors Say Liquidity, Limited Options Block Greater Alts Adoption Advisors Say Liquidity, Limited Options Block Greater Alts Adoption (..)

Wealth Management

Wealth Management

AUGUST 5, 2025

Merchant, which has 115 partner firms, has invested in Sterling Trustees, an independent South Dakota chartered trust company. The firms did not disclose the amount of the investment. Rather than managing the assets directly, Sterling works with the clients’ investment advisors and independent custodians.

Investments

Wealth Management

JUNE 25, 2025

About the Author Alex Ortolani Senior Reporter, WealthManagement.com Alex Ortolani is a New York-based senior reporter with WealthManagement.com with a focus on deals, moves and trends in the registered investment advisor space.

Wealth Management

Wealth Management

JULY 22, 2025

Wood said he had been considering a move to a registered investment advisor in recent years. “As About the Author Alex Ortolani Senior Reporter, WealthManagement.com Alex Ortolani is a New York-based senior reporter with WealthManagement.com with a focus on deals, moves and trends in the registered investment advisor space.

Estate Planning

Wealth Management

AUGUST 8, 2025

The investment was led by Tarsadia Investments, with participation from Mayfair Equity Partners, Edison Partners, Cordoba Advisory Partners and Kingfisher Investment Advisors, alongside new investor RedBird Capital Partners. A portion of the new capital will be invested in marketing campaigns.

Marketing

Wealth Management

AUGUST 4, 2025

4, 2025) 11 Investment Must Reads for This Week (Aug. About the Author Alex Ortolani Senior Reporter, WealthManagement.com Alex Ortolani is a New York-based senior reporter with WealthManagement.com with a focus on deals, moves and trends in the registered investment advisor space. Concept of digital social marketing.

Estate Planning

Wealth Management

JULY 23, 2025

Diana Britton , Executive Editor , WealthManagement.com July 23, 2025 2 Min Read Adam Spiegelman Adam Spiegelman, a financial advisor based in Alamo, Calif., with about $400 million in assets under management, has launched his own registered investment advisor, Spiegelman Wealth Management. Concept of digital social marketing.

Estate Planning

Wealth Management

AUGUST 7, 2025

But McDonald allegedly told his former romantic partner that he planned to “vanish.” In 2023, a Los Angeles grand jury indicted him on wire and investment advisor fraud. Concept of digital social marketing. McDonald was arrested outside of Seattle, Wash.,

Estate Planning

Wealth Management

AUGUST 7, 2025

About the Author Alex Ortolani Senior Reporter, WealthManagement.com Alex Ortolani is a New York-based senior reporter with WealthManagement.com with a focus on deals, moves and trends in the registered investment advisor space. Concept of digital social marketing.

Wealth Management

Wealth Management

JUNE 11, 2025

She is a regular presenter at national conferences throughout the United States, including The Investment Advisor Association, AICPA, USC Family Business Program, Family Office Exchange (FOX) Forum, Institute for Private Investors (IPI) Forum, Investment Management Institute and many others.

Wealth Management

Good Financial Cents

APRIL 19, 2023

The initial downtime you put into passive income can be as involved as starting a blog or as simple as logging into a robo-advisor platform and investing $100. You can earn passive income whether you’re an entrepreneur with a brilliant business plan, a talented artist, or just happen to have extra cash to invest.

Accounting

The Big Picture

OCTOBER 19, 2022

We didn’t do advertising. Actually, Jack Bogle wouldn’t let us say the word seller, product or advertising. And you know, we have a team that serves those advisors in the home offices of those advisors, talking about Vanguard’s product and educating about product. Just go with your business plan.”

Clients