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The Los Angeles wealth advisory firm has added Jackson Hole Capital Partners, which brings a team of six partners focused on alternatives.
Affluent heirs face rising complexity as expected inheritances near $1M, fueling shift to integrated guidance.
Waverly Advisors has acquired TruWealth Advisors, boosting AUM to $34.2B and adding 31 staff to its first New Orleans-area office.
Young IPO stakeholders and retiring business owners need to be ready for the tidal wave of liquidity and tax challenges.
Firm adds depth across compliance, operations and client strategy with two key appointments
Firm brings partnership model and $650 billion platform as it enters Canada in 2026
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Jason Stephens and Mic Lundon are launching Evertern Wealth in Naples, Fla., backed by Dynasty Financial Partners and serving high-net-worth clients.
The new division, Cache River Private Wealth, offers services that firm founder and strategy chief Bill Sowell calls “family-office lite.”
The private markets startup makes another acquisition, with more news from OneVest, Jump, DeepVest and Advisor CRM.
A mid-year outlook into PE investments in the wealth management sector from Houlihan Lokey’s James Anderson; highlighting notable wealth management deals this year, including from...
Cebert Wealth Advisors works with more than 1,700 clients and focuses on The Villages, a booming retirement community based in Central Florida.
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.
Modern Wealth acquires former LPL affiliate Legacy Wealth Management, marking its 20th acquisition and first Florida office, expanding its national footprint.
By SFMG Wealth Advisors | Contributor At SFMG Wealth Advisors, we are not just wealth advisors. We are the team that gets invited to your retirement parties, the ones you call when...
JL Smith Holistic Wealth Management, Alison Wealth Management, OneTeam Financial, Hammer Financial Group and FSC Wealth Advisors come together in a deal that adds $1.8 billion in a...
Wealth Professional names 39 standout advisors shaping the future of client-first financial advice
New research points to rising demand for cross-border planning as mobile, self-made fortunes expand
Also, Wealth Enhancement books two acquisitions this week, Ameriprise lures a Commonwealth team overseeing $140M, and &Partners wins over advisors from Wells Fargo and Edward J...
Sellwood Investment Partners specializes in working with institutional and high-net-worth clients. The deal follows Wealthspire’s acquisition of the Indianapolis-based Axia Advisor...
FT analysis of 16 funds shows extent of fees paid to banks and brokerages
Prairie View Wealth Advisors has launched in South Dakota with three veteran bank advisors, a tax-forward wealth focus and custody partner Raymond James.
A surge in ultra-wealthy individuals is forcing a rethink of how generational wealth is managed
The $9 trillion platform provider also enhanced Addison AI and introduced new private markets functionality, while YourStake acquired First Affirmative and Envestnet upgraded Money...
The addition of Brown and Company represents the second LPL practice Modern Wealth has acquired this month, bringing the RIA’s total assets to over $13 billion.
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