Sequoia Financial Group, an Akron, Ohio-headquartered registered investment advisor with more than $15 billion in assets under management, has launched a family office division, Sequoia Sentinel ...

The citizenship/residence-by-investment space has exploded in the past decade. High-net-worth individuals looking to acquire attractive foreign passports or relocate ...

NewEdge Wealth, a Connecticut-based $4.4 billion registered investment advisor specializing in ultra-high-net-worth clients, has appointed chartered financial analyst Cameron Dawson to direct ...

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.

BlackRock’s private market ETF ambitions draw scepticism “‘I can see how they’d use the Preqin data to create indexes and benchmarks for private assets. However, I’m not sure how easily ...

Adviser Investments, a Boston-based registered investment advisor owned by private equity firm Summit Partners, is acquiring Ropes Wealth Advisors from global law firm Ropes & Gray in a deal ...

When CEO Tom Manning accepted the offer to run F.L.Putnam Investment Management in late 2015, he insisted that employees be given equity in the firm as a condition of his employment. At the time ...

A team of 14 financial advisors and support staff in New York City has launched its own registered investment advisor, Matauro, partnering with Dynasty Financial Partners. The team, which oversees ...

OneDigital is continuing to grow its wealth management and retirement divisions with its fifth acquisition this year and Clearstead is bolstering trust services with the addition of CLS Consulting.

As more wealth is shifting to women in the U.S., there is an incredible opportunity to engage this growing audience and build long-lasting client relationships. Join Athene’s Patti Hausherr ...

This year has already set new records for mergers and acquisitions activity in the registered investment advisor space, with 269 total transactions completed so far in 2024, according to data ...

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 ...