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Wealth Management
JULY 3, 2025
California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B Diana Britton , Executive Editor , WealthManagement.com July 3, 2025 3 Min Read Bordeaux Wealth Advisors, a $5.6 manages about $300 million in client assets.
Wealth Management
JULY 9, 2025
Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all fixed income data computer fintech WealthTech Former Citadel Quants Raise $36M for Fixed-Income Fintech Former Citadel Quants Raise $36M for Fixed-Income (..)
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Nerd's Eye View
FEBRUARY 25, 2025
Welcome to the 426th episode of the Financial Advisor Success Podcast ! Jennifer is the CEO of The Mather Group, an RIA based in Chicago, Illinois, that oversees $15 billion in combined assets under management and advisement for approximately 4,400 client households. My guest on today's podcast is Jennifer des Groseilliers.
Wealth Management
JUNE 30, 2025
Will More Wealth Advisors Gravitate to 401(k) Plans? When the deal closes, Edward Jones will become the overlay manager for its UMA business, something it is currently outsourcing to Natixis. Edward Jones has over $50 billion in assets in its UMA business. The terms of the deal were not disclosed.
Nerd's Eye View
FEBRUARY 18, 2025
Welcome to the 425th episode of the Financial Advisor Success Podcast ! Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households. Welcome everyone!
Nerd's Eye View
MARCH 11, 2025
Lorie is the wealth manager of Fearless Financial Advisors, a dba of hybrid advisory firm Fidelis Wealth Advisors based in Castle Rock, Colorado, where Lorie personally oversees $30 million in assets under management for 88 client households. My guest on today's podcast is Lorie Jones.
Nerd's Eye View
JULY 10, 2023
At the same time, the business strategies that worked for the original owner might not be suitable or as successful for their successor, which can force the 2nd-generation owner to take a different path to ensure the firm thrives into the future.
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