Wealth Management

JULY 3, 2025

Related: Allworth’s Latest Deal Signals a Shift in M&A Strategy Carson Group Acquires $300M Affiliate Carson Group, the $42 billion registered investment advisor, has acquired another location out of its Carson Wealth partner network. California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B

Wealth Management

Wealth Management

AUGUST 4, 2025

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

Estate Planning

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 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

JUNE 17, 2025

Mariner is seeking to bolster its independent registered investment advisor channel by hiring Rob Sandrew to oversee the division, which includes more than 1,100 advisors and about $40 billion in client assets. AUM from UBS RBC Attracts Three Advisors Totaling $1.1B The Bahnsen Group Names President, CFO $7.5B

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

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 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.

Estate Planning

Wealth Management

JUNE 10, 2025

Alex Ortolani , Senior Reporter June 10, 2025 1 Min Read SilverStar President and Lead Principal Tim Hudson Bluespring Wealth Partners, the registered investment advisor acquisition arm of Kestra Holdings , has acquired a former Kestra Advisory Services firm in the Houston metro area to merge with its LifeBridge Financial Group and create a $1.4

Wealth Management

Wealth Management

AUGUST 6, 2025

Aspen has invested in MG Financial, a Boston-based RIA with $1.1 billion in assets under management.

Wealth Management

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

AUGUST 13, 2025

billion registered investment advisor she co-founded in 2005 , they didn’t choose the highest offer, but she believes they chose the best one. See more from Alex Ortolani You May Also Like Trusts and Estates for Advisors Trusts & Estates for Advisors Your premier resource for trusts, estates, and wealth transfer strategies.

Valuation

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

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

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

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

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 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

JUNE 20, 2025

Related: The WealthStack Podcast: The Future of Personalized Portfolio Management with Govinda Quish “Estate planning is one of the things that advisors [repeatedly] tell us that they found immediate value in [post-merger] because it is part of the turnkey [Mercer] offering and does not mean referring a client outside the firm,” said Orff.

Wealth Management

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.

Estate Planning

Wealth Management

JULY 23, 2025

Private Equity Is Coming to 401(k) Plans: Will You Be Ready? Diana Britton , Executive Editor , WealthManagement.com July 23, 2025 2 Min Read Adam Spiegelman Adam Spiegelman, a financial advisor based in Alamo, Calif., Spiegelman and his team of three had been at Commonwealth Financial Network for the last eight years.

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. McDonald was arrested outside of Seattle, Wash.,

Estate Planning

Wealth Management

AUGUST 7, 2025

The new team will offer wealth management guidance to ultra-high-net-worth individuals, family offices and businesses on estate planning, tax, wealth transfer and business succession. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.

Wealth Management

Wealth Management

JUNE 11, 2025

A recognized speaker on the topic of family wealth, she has been published in Trusts & Estates magazine, Private Wealth , The Washington Post , Forbes , Wealth Manager magazine, Fund Fire , Infovest , and other newspapers and periodicals.

Wealth Management

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. They’ll do tax planning, right?

Clients