Long Beach, Calif.-based RIA firm Halbert Hargrove has existed since the Great Depression and has seen every kind of market cycle since its founding in 1933. Its focus, according to co-CIO Brian ...

A high-net-worth (HNW) individual may use a donor-advised fund (DAF) as part of their philanthropy planning for many reasons, such as speed of creation, ease of administration and to maximize the ...

The WealthManagement.com Thrive Awards is unlike any other recognition program. Rather than acknowledging AUM or profitability, it recognizes advisors who are on the way up—those who have proven ...

Dealmaking among registered investment advisors hit an all-time in 2024 as interest rate cuts and high valuations spurred mergers and acquisitions, according to consultancy DeVoe & Company.

Every election year comes with its own round of surprises. This year was no different, with multiple assassination attempts, President Joe Biden dropping out and what turned out to be a not-so ...

Minneapolis-based Wealth Enhancement Group has passed $79 billion in assets in the first quarter of the year after closing two deals. On Thursday, the active acquirer announced it picked up ...

The amount of activity in the RIA space continued strong this week. Sequoia Financial Group said it’s acquiring a Nashville firm with $930 million in managed assets, while Mercer Advisors has ...

Following on a week in which at least 15 deals were announced, the second week of August proved to be relatively slow in the RIA mergers and acquisitions market. CI Financial announced three ...

Global consultancy firm Bain & Company released a new study this week predicting that customer demand for wealth management services will double over the next eight years, growing to more than $ ...

Wealth Enhancement Group, a Minneapolis-based aggregator of registered investment advisors, acquired Boston-based Norh American Management with $1.75 billion in client assets, bringing WEG’s ...

Sequoia Financial Group, an Akron, Ohio-headquartered registered investment advisor with $22.6 billion in assets under management, has acquired Carlson Capital Management, a Northfield, Minn.