Newsmakers Advisory Firms Merge To Form $3.7 Billion RIA Balefire The Former CEOs Of Navitas And VisionPoint Are Looking To Expand Balefire’s Annual Revenue To $215 Million And AUM To $42 Billion. By Jeff Berman / 7 May 2025
Newsmakers Ameriprise Breakaway Team Launches $400 Million Pendulum Partners $400 Million Chicago-Area RIA’s Co-Founders – Matthew McWherter And Tom Parker – Specialize In Tax Optimization And Wealth Management. By Jeff Berman / 7 May 2025
Newsmakers TradingBlock Launches Platform To Broaden Retail Investor Access To IPOs My IPO Platform Aims To Provide IPO Access At Offering Price For All Investors, Including Through U.S. Retirement Accounts, With Immediate Post-IPO Trading Through Apex Clearing By Janeesa Hollingshead / 7 May 2025
Upmarket Why ‘Set it And Forget It’ Causes Risks For Special Needs Financial Planning Advising Special Needs Clients Requires Special Tools Include ABLE Accounts, Special Needs Trusts And Ongoing Estate Planning By WSR Newsroom / 6 May 2025
Upmarket The Advisor Succession Crisis Isn’t Going Away What Is The Industry Going To Do About It? By Michael Madden / 5 May 2025
Newsmakers World Partners With Pontera For Advisors To Serve Held-Away Retirement Accounts World’s Advisors Have Access To Pontera’s Platform To Manage 401(k) And Other Retirement Accounts Through A Data Security Layer By Michael Madden / 5 May 2025
Newsmakers Great Hill Partners Makes Minority Investment In Mission Wealth The Private Equity Firm’s Investment Is Expected To Enhance Organic Growth For The High Net Worth-Focused RIA By Jeff Berman / 2 May 2025
Newsmakers Advisors Asset Management President Cliff Corso Named CEO Effective May 9, President And CIO Corso Is Replacing Scott Colyer, Who Retires As CEO After 27 Years By Jeff Berman / 1 May 2025
Newsmakers Prospera Launches Four Planning Service Models ‘Planning Your Way’ Program Includes Four Levels Of Paraplanner Support, Plus Software Consultation By Michael Madden / 1 May 2025
