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Succession Planning/Advisor M&A

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AITi Global Buys Midwest Family Office With $3B AUM

by FA Staff

The acquisition of management-owned Envoi of Minneapolis is expected to close in the third quarter.

RBC Hires Ex-Truist Team In Nashville With $730M In Client Assets

by FA Staff

The Glaser Group of Nashville, Tenn., is led by Louis Glaser with his two sons as vice presidents.

New Focus Financial CEO Explains Changes To Acquisition Strategy

by ,

Other firms in the Focus network could merge if that's what they want, CEO Michael Nathanson said.

$830M Team From Janney Joins LPL Independent Platform In Conn.

by FA Staff

Thimble Island Private Wealth is affiliated with LPL's Strategic Wealth Services.

Focus Financial Partners To Merge The Colony Group And Buckingham

by FA Staff

The transaction raised questions about consolidation of other Focus firms.

Raymond James Adds Okla. Husband-Wife Advisor Duo With $200M

by FA Staff

Mike and Shaley Sikes have come over from Edward Jones.

LPL Adds Ex-UBS Advisor With $275M To Independent Platform

by FA Staff

Matthew Sheffield has launched Burlwood Wealth through an affiliation with LPL's Strategic Wealth Services.

Rockefeller Lands $1B Morgan Stanley Team in Charlotte, N.C.

by FA Staff

Landau Wealth Partners is led by longtime Morgan Stanley advisors Adam Landau and Ramy Georgy.

BIP Wealth Acquires $300M Money Advisor Group

by

The Money Advisor Group raises BIP's assets to $3.3 billion and expands its Georgia footprint.

LPL Adds Ex-Cambridge Duo With $200M In Assets

by FA Staff

Timothy Heisterkamp and Max Neese operate Journey Financial in Jefferson, Iowa.

Sanctuary Wealth Acquires Tru Independence, Creates $42B RIA Aggregator

by FA News

The transaction was negotiated over the last several months.

Why Advisory Firms Fail Women Advisors

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How the industry can evolve and let females move up the ladder, according to the Carson Group.

Beacon Pointe's Growth Recipe Has No Room For 'Jerks'

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The RIA consolidator has taken a steady, careful approach to its mergers and acquisitions.

Focus Financial Taps Michael Nathanson As CEO

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Nathanson will also continue his role as CEO of The Colony Group.

It's Time To Prepare For When, Not If, AI Replaces Advisors

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Generative AI is a fast-moving megatrend that will transform the wealth management industry.

Why Wealth Management M&A Landscape Remains Active

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Here's a look at what's influencing the market today and what to expect going forward.

Wealth Enhancement Boosts Presence In Maryland With $502M Hybrid RIA

by FA Staff

The partnership with Lynch Retirement Investment Group adds a fourth location for the Minneapolis-based firm.

New FTC Ban On Noncompete Agreements Raises Questions In Advisor M&A World

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The new rule could allow exiting advisors to actively recruit clients. IAA says it goes too far.

Chamber Of Commerce Sues To Block FTC's Non-Compete Ban

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The lobbying group said the FTC lacks the authority to issue rules defining unfair competition.

Private Equity Firms Are Borrowing Against Their Funds' Assets

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Some investors in PE funds are leery of firms adding debt to portfolios already leveraged.

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