Newsmakers

Hightower Launches Its First National Direct-To-Consumer Advisory Practice

The Firm’s Frontier Investment Management Practice Is The First To Join Its New Hightower Signature Wealth Brand.

By Jeff Berman

/ 15 Oct 2025

Hightower Launches Its First National Direct-To-Consumer Advisory Practice

VestGen Wealth Partners Acquired Six Practices Totaling $1.5 Billion

This Second Phase Of Expansion Is Expected To Bring VestGen To $7 Billion In Client Assets

By Michael Madden

/ 14 Oct 2025

VestGen Wealth Partners Acquired Six Practices Totaling $1.5 Billion

MAI Names Former Focus Financial Exec As Its CMO

The Appointment Of Kathleen Alcorn As CMO Is The Latest Step In MAI’s Growth Strategy And Follows Its Recently Announced Purchase Of Evoke Advisors.

By Jeff Berman

/ 9 Oct 2025

MAI Names Former Focus Financial Exec As Its CMO

IFG Adds Maryland-Based Advisors From Commonwealth

The Baltimore Area Recruits Have A History Of Collaboration

By James Miller

/ 9 Oct 2025

IFG Adds Maryland-Based Advisors From Commonwealth

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

Cetera Recruits $1.1 Billion New Jersey Advisor Team From Commonwealth

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

Edelman Financial Engines Buys $300 Million Wisconsin RIA

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

World Names Ed Walters, Formerly Of Lincoln, As President

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

Trilogy Financial Services Hires Amy Kane As Head Of Wealth Planning

AmeriFlex Welcomes $354 Million Team From Osaic

The Recruitment Of The Four-Person California Team Follows AmeriFlex’s Recent Affiliation With Cambridge

By James Miller

/ 30 Sep 2025

Thomas Goodson, CEO & Founder, The AmeriFlex Group

Mid Penn Bancorp To Acquire $3.3 Billion Florida RIA

The Transaction Is Expected To Close In Q4 This Year

By Jeff Berman

/ 29 Sep 2025

Rory G. Ritrievi, President, CEO and Chair, Mid Penn Bancorp

Sanctuary Wealth Recruits Cedar Cove From Thrivent

Minnesota-Based Team Of 14 Makes Move After Five Years Of Independence

By Michael Madden

/ 29 Sep 2025

Jennifer Chords, Founding Partner and Wealth Manager, Cedar Cove Wealth Partners

Invest In Others Awards Advisors For Philanthropy

The Foundation’s 19th Annual Awards Presented 2nd Executive Tribute Honor To Private Advisor Group’s John Hyland.

By Jeff Berman

/ 26 Sep 2025

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