Search results for Continuum Advisors

The Diamond Podcast for Financial Advisors: Inside an $8B Boutique Firm’s Evolution

Leah Sciabarrasi of Crestwood Advisors shares her perspective on building up the firm, including how her role evolved, how leadership alignment shapes scale, and how sustained grow...

$1.2B Team Leaves Raymond James to Launch With RIA Concurrent

The $1.2 billion advisory team left Raymond James to launch on Concurrent’s platform, leveraging its multi-custodial options.

Deals & Moves: Concurrent, Sanctuary Launch Merrill Breakaway RIAs

In addition, Merit brings on another Commonwealth team, Prudential adds two former bank advisors, and RFG Advisory lures a former Cetera advisor.

Continuum and Cloven Announce CRM Integration for Canadian Advisors

Joint integration brings Continuum’s AI-powered meeting capture, summaries, and task automation directly into Cloven’s advisor-focused CRM Continuum, the AI-powered client intellig...

Growth, not 'lifestyle' — RIA leaves Commonwealth for Merit

Gabe Lapito thinks many RIA owners who sell their businesses are looking for a big check to fund their retirement. But he and his partners, almost all in their 30s or early 40s, in...

Alphastar Capital Management Announces "BOLD 2026," A Flagship Experience for Advisors Ready to Build Differently

Alphastar continues its commitment to go beyond the standard industry playbook.

The Healthy Advisor: When Pressure, Setbacks and Life Transitions Collide With Terri Kallsen

Rise Growth Partners' Terri Kallsen has had an impressive career in financial services, but the journey hasn't always been easy.

Five Tips for Going from Solo Advisor to Teaming

What separates teams that grow from those that stall.

LPL Moving Commonwealth Advisors off Advisor360° Tech Platform

Commonwealth’s contract between its 2,900 advisors and technology company Advisor360° expires on June 1. Sources say LPL plans to migrate those advisors to its own technology platf...

From legacy limits to digital alpha: How d1g1t rebuilds the advisor tech stack

Inside the enterprise grade wealth platform giving advisors institutional analytics, scalable operations, and a client experience HNW investors actually notice

The Diamond Podcast for Financial Advisors: Orchestrating Success After Edward Jones

Goldfin Group's Ryan Guth discusses moving beyond Edward Jones to build a business defined by control, differentiation, and entrepreneurial alignment.

RIA Breakaway OpenArc on Track for $15B in Wealth Assets by Year End

The Merrill Lynch breakaway could be back to where it started on the wealth side while laying the groundwork to regain its institutional business, according to one of its founders.

RIA Edge Podcast: Building a Sustainable RIA with Oliver Cross

Verum Partners' Oliver Cross explains how hiring, technology decisions and a long-term ownership mindset continue to shape the firm’s direction as it scales.

$850M Ameriprise Team Leaves to Launch RIA With Integrated Partners

City Square Wealth Management’s six-advisor team has joined Integrated Partners with an office in Charleston, Mass.

Tanglewood Total Wealth Management: Doubling Down on Internal Ownership

The firm has expanded ownership internally to six shareholders while maintaining its fee-only independence and client-first approach across multiple generations.

T&E Inner Circle: Expert Sessions

Deals & Moves: Captrust Adds $1.25B Stillwater Capital Advisors

In addition, Dynamic Advisor Solutions expands its advisor network into South Carolina, Wells Fargo’s FiNet pulls two Merril teams, and Osaic lands its sixth former LPL advisor of...

Six Commonwealth Firms Link Up to Create $4B RIA Platform Kintra

Kintra Wealth is preparing to launch with 74 employees across eight states as a new, advisor-owned and operated RIA platform.

Cresset CEO Says Wealth Talent Shortage to Watch Is in Adjacent Family Office Services

RIA heads and asset managers sought to push back on common media narratives about advisors, AI and private credit at the annual Goldman Sachs RIA Professional Investor Forum.

People Moves: $62B RIA Clearstead Hires M&A Head

In addition, Raymond James hires an ETF strategy head from Dimensional Funds, Cetera taps a growth lead from Fidelity, Harbourfront Wealth CEO names his replacement, and Rossby hir...

Lido Advisors Acquires $1B Jackson Hole Capital

The Los Angeles wealth advisory firm has added Jackson Hole Capital Partners, which brings a team of six partners focused on alternatives.

Hightower Sees Future With More 'Flagship' Firms

Hightower CEO Larry Restieri forecasts a time when Hightower Signature Wealth is its largest advisor group, with a number of national “flagship” firms as additional growth engines.

HORAN Capital Advisors Spring 2026 Quarterly Investor Letter

WealthStack Roundup: Bill Crager's iAlta Acquires Precept

The private markets startup makes another acquisition, with more news from OneVest, Jump, DeepVest and Advisor CRM.