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Cresset continues its aggressive advisor recruiting push with a duo previously managing $1.1 billion at Lazard for UHNW families and entrepreneurs.
According to UBS, the four advisors have more than a century of combined experience serving ultra-high-net-worth clients and business leaders in Florida.
An IPO isn’t the finish line. It’s the beginning of an entirely new set of financial complexities, particularly for clients crossing the $20 million threshold into ultra-high-net-w...
As the Great Wealth Transfer accelerates, Eric Becker of Cresset argues that financial advisors must help families transfer values alongside wealth
Nominated by investors, 35 teams are named in the list
One of the founders of Legacy Edge Advisors, Scott Israel, said the firm had reached the point where it needed a CEO to oversee growth, including adding more advisors and assessing...
The alternative asset manager’s foray into wealth management with the recent acquisition of $3 billion RIA Berger Financial is an opening salvo into the space, according to its Nor...
In addition, Indivisible Partners adds an $800 million team, and Ameriprise and LPL Financial lure advisors from rival firms.
The best advantage is not information, but perspective. With wealth creation going beyond traditional investing. Discover why investors are reconsidering capital allocation, portfo...
As billions in CRE assets prepare to change hands, advisors who understand portfolio transition strategies stand to gain
The eight-advisor team will bolster OneDigital’s presence in the Mid-Atlantic.
Two new reports offer ultra-high net worth business owners and families independent, disclosure-based research into the professionals and Wealth Advisors who may play a role before...
The addition sees Hightower Signature Wealth grow to $40 billion in less than a year through a combination of affiliates and newly acquired firms.
New President Shannon Larson plans to scale the RIA through organic growth, enhanced technology and expanded services for advisors working with high-net-worth clients.
The advisors join UBS from competitors Merrill Lynch and Morgan Stanley as the Swiss bank seeks to bolster its wealth management footprint in North America.
Allworth made the double deal a few months after adding a third external investor to its capital table.
With the addition of The Bridgeway Group, Merit Financial Advisors has now acquired Commonwealth teams overseeing about $4.7 billion in client assets.
Cogent Bank has tapped an industry veteran to lead a new unit focused on ensuring high-net-worth clients can smoothly transfer assets to their heirs.
Getting a foot in the door to the high net worth market can be a challenge, but there are any number of ways in. Six advisors shared how they landed their first high net worth clie...
Chris Warner explains his approach to clients with wine, car, and art collections as well as his messages to clients who want in on these markets
The acquisition helps expand Sax Wealth Advisors' presence in the Sunshine State and continues its M&A streak this year.
Thane Stenner, senior portfolio manager and senior wealth adviser at Stenner Wealth Partners Plus of CG Wealth Management, explains an approach to alternatives that earned him a pl...
SAX Wealth Advisors, a leading independent wealth management firm with offices in New Jersey and part of SAX Advisory Group, publicly announced Aug. 21 the acquisition of Lighthous...
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