Jeff Berman

BetaNXT’s CEO On Most Impactful Tech And 2025 Trends

Bob Santella Discusses Technologies Impacting The Industry, Wealthtech In 2025, His Vision For The Firm And More

By Jeff Berman

/ 19 Nov 2024

Communify Fincentric Appoints Its First COO

Nicole Nakashian Previously Had The Same Role At InvestCloud.

By Jeff Berman

/ 15 Nov 2024

Nicole Nakashian, Chief Operating Officer, Communify Fincentric

Cerulli: RIA Consolidators Now Account For $1.5 Trillion In AUM

Technology Has Become A Key Factor In RIA Consolidators’ Offerings To Potential Advisory Firms They Plan To Acquire.

By Jeff Berman

/ 14 Nov 2024

Stephen Caruso, Associate Director, Cerulli

Mercer Expands In Denver Area And Minneapolis With Two RIA Acquisitions

Mercer Closed On Purchases Of Firms With Almost $1.7 Billion In Combined Assets Late Last Month

By Jeff Berman

/ 13 Nov 2024

Martine Lellis, Principal, M&A Partner Development, Mercer Advisors

Fifth Third Adds $2 Billion Advisor Team, Office In Charlotte

The Additions Are Part Of Fifth Third’s Expansion Of Its Presence In The North Carolina City.

By Jeff Berman

/ 12 Nov 2024

Eric Housman, President, Fifth Third Wealth Advisors

Kestra Member Adds New Managing Director In Florida

The Sade Group Expands With The Addition Of Advisor Worth Trainor And Rebrands As Riverside Private Wealth Management.

By Jeff Berman

/ 8 Nov 2024

Worth Trainor, Managing Director, Riverside Private Wealth Management

Dynasty Network Member Adds $200 Million Advisor In Florida

Shawn Jiles Joined St. Petersburg-Based Cyndeo Wealth Partners From Bison Wealth

By Jeff Berman

/ 7 Nov 2024

Shawn Jiles, Advisor and Director, Cyndeo Wealth Partners

Marcoms Roundtable: Strategies For The Holiday Season

Marcoms Veterans From Water & Wall, Ficomm And Gregory FCA Explain Holiday Season Strategies To Connect With Clients

By Jeff Berman

/ 7 Nov 2024

Marcoms Roundtable: Strategies For The Holiday Season

DeVoe: October RIA M&A Activity Reached All-Time Record High

The Month’s 39 Transactions Topped The Prior Peak Of 33 Transactions In January 2021 And Almost Double The 21 Deals Of October 2023.

By Jeff Berman

/ 6 Nov 2024

David DeVoe, CEO and Founder, DeVoe & Company

Axos Teams With Envestnet To Help RIAs And Hybrid BDs Enhance Client Service

The Firms Are Integrating Envestnet’s Managed Account Solutions Into The Axos Complete Portal.

By Jeff Berman

/ 6 Nov 2024

David Crow, EVP and Head of Axos Clearing

Kestra Picks Up $1.4 Billion Advisor Team From B. Riley

Boca Raton, Florida-Based Wealth Empowerment Financial Strategies Brings A Team Of 31 Advisors And Staff To Kestra.

By Jeff Berman

/ 31 Oct 2024

Eric Lyon, Senior Managing Director and Founder, Wealth Empowerment Financial Strategies

GeoWealth Teams With iCapital, BlackRock To Give RIAs Easier Access To Alts

The Collaboration Is Designed To Use iCapital’s Technology To Enable The Management Of Alts Alongside Traditional Investments In UMAs

By Jeff Berman

/ 30 Oct 2024

BetaNXT’s CEO On Most Impactful Tech And 2025 Trends

Communify Fincentric Appoints Its First COO

Cerulli: RIA Consolidators Now Account For $1.5 Trillion In AUM

Mercer Expands In Denver Area And Minneapolis With Two RIA Acquisitions

Fifth Third Adds $2 Billion Advisor Team, Office In Charlotte

Kestra Member Adds New Managing Director In Florida

Dynasty Network Member Adds $200 Million Advisor In Florida

DeVoe: October RIA M&A Activity Reached All-Time Record High

Axos Teams With Envestnet To Help RIAs And Hybrid BDs Enhance Client Service

Kestra Picks Up $1.4 Billion Advisor Team From B. Riley

GeoWealth Teams With iCapital, BlackRock To Give RIAs Easier Access To Alts

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