Upmarket Behavioral Finance: A Bridge To Better Connect Advisors And Clients Experts Discuss Behavioral Finance And Its Benefits To Advisors And Clients By Janeesa Hollingshead / 9 Oct 2025
Deals & Recruiting Cetera Recruits $1.1 Billion New Jersey Advisor Team From Commonwealth King Financial Network, A 14-Person Team In Manalapan, New Jersey, Joins Cetera’s Summit Financial Networks. By Jeff Berman / 8 Oct 2025
Deals & Recruiting Edelman Financial Engines Buys $300 Million Wisconsin RIA The Acquisition Of Hasenberg Financial Group Expands EFE’s Midwest Footprint And Strengthens Its Estate Planning Services. By Jeff Berman / 7 Oct 2025
Newsmakers World Names Ed Walters, Formerly Of Lincoln, As President The Firm Also Announced CEO Troy Hammond Will Depart At Year End By Janeesa Hollingshead / 7 Oct 2025
Upmarket Cerulli: Independent Broker-Dealers Continue To Lead Growth In Advisor-Managed Assets The IBD Channel Saw 21.5% Year-Over-Year Growth In Advisor-Managed Assets In 2024, According To Research Firm Cerulli. By Jeff Berman / 6 Oct 2025
Newsmakers Trilogy Financial Services Hires Amy Kane As Head Of Wealth Planning Kane Reports To Chief Strategy Officer Mike Broker In Newly Created Role By Michael Madden / 6 Oct 2025
Upmarket How Giving Can Become A Cornerstone Of Personal Fulfillment And Professional Success The Private Advisor Group Co-Founder And Managing Director Discusses How Surviving Leukemia And Volunteering Helped Him Be A Leader And Inspire Colleagues And Communities. By Jeff Berman / 6 Oct 2025
Investment Solutions & Gatekeepers Raymond James Launches Its First Active ETFs The ETFs Include Large-Cap Equity, Municipal And Fixed Income Alternative Strategies By Jeff Berman / 3 Oct 2025
Wealthtech Fintech Veteran Launches RIA Focused On Tax Optimization And AI-Driven Advice Ex-PayPal CEO Bill Harris Founds Evergreen Wealth, A Firm Targeted At Affluent And High Net Worth Clients Out To Build Long-Term Wealth. By Jeff Berman / 2 Oct 2025
