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Pennsylvania Advisor Who Used Client Funds on Country Club Dues Gets 8 Years in Prison

Wealth Management

Mason, who ran Rubicon Wealth Management, a registered investment advisor in Gladwyne, Pa., Q&A: &Partners Founders Discuss the Power of Answering Advisor Calls at 5:30 a.m. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726. million to the IRS.

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Mariner Hires M&A Lead Rob Sandrew to Oversee $40B Independent Channel

Wealth Management

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 AUM from UBS RBC Attracts Three Advisors Totaling $1.1B

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Bluespring Merges Two Texas-Based Firms to Create $1.4B RIA

Wealth Management

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

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Steward Partners Acquires $1.1B Bay Area Firm

Wealth Management

based registered investment advisor with $1.1 Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726. billion in client assets, expanding Steward’s presence in the Bay Area. Consilium was founded in 2010, and it consists of Partner John H. Seo and a team of about 10.

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Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA

Wealth Management

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 thumbnail Career Moves J.P. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Number 8860726.

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Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726.

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$27B Choreo Taps Former Edelman Exec as CEO

Wealth Management

Boston-Area RIA by Diana Britton Jul 1, 2025 2 Min Read Investment Related Topics Alternative Investments Digital Assets Equities ETFs Fixed Income Investing Strategies Mutual Funds Real Estate SMAs Recent in Investment See All Alternative investment visualization with stacks of coins and percentage signs.