Wealth Management
JULY 3, 2025
California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA Carson makes 28th full acquisition, LPL recruits from Osaic, and RBC adds two Nashville area teams from Janney Montgomery Scott. California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B billion AUM RIA in Menlo Park, Calif.,
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!
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Diamond Consultants
DECEMBER 16, 2024
A strategic buyer is a buyer, like an RIA or other established wealth management firm, that also runs a wealth management business, meaning they would presumably recognize significant cost and operational synergies from the transaction. Examples include Creative Planning, Mariner Wealth Advisors, and Beacon Pointe.
Wealth Management
NOVEMBER 25, 2024
Brendan Krebs will lead PNC Investments' Wealth Advisor team, reporting to President and CEO Richard Guerrini and helping build out the firm’s increasing focus on mass affluent clients.
Wealth Management
MAY 29, 2024
Spain & Smith Wealth Advisors will be led by veteran Henry “Hank” Spain, who was most recently with Carnegie Investment Counsel. He’s joined by Dayna Smith, who comes from Frank Legan Advisors at Cedar Brook Group, an RIA affiliated with Cadaret Grant.
Wealth Management
FEBRUARY 10, 2025
Mariner Wealth Advisors CEO Marty Bicknell says growing the mega-RIAs senior wealth advisor pool is a key priority.
Wealth Management
FEBRUARY 10, 2025
Mariner Wealth Advisors CEO Marty Bicknell says growing the mega-RIAs senior wealth advisor pool is a key priority.
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