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Newsmakers

Breaking news across the wealth management industry

Savvy Advisors Recruits $270 Million Minneapolis Team

Savvy Wealth’s RIA Affiliate Nears 70 Wealth Managers After Adding Perspective 6 Advisors.

By Jeff Berman

/ 31 Jul 2025

Matt Nelson, Managing Partner and Wealth Manager; Matthew J. Finley, Senior Partner and Wealth Manager; and Jacob LaRue, Partner and Wealth Manager, Perspective 6 Wealth Advisors

Cherry Creek Family Offices Hires Jason Perlioni

Former CIO Of Johns Hopkins University To Serve As Senior Partner And Chair Of Investment Committee

By Michael Madden

/ 30 Jul 2025

Jason Perlioni, Senior Partner, Chairman of Investment Committee, Cherry Creek Family Offices

$2.3 Billion New Jersey Advisor Team Leaves Ameriprise To Start RIA

The Advisor Team Of Five Launches Laurel Oak Wealth Management.

By Jeff Berman

/ 28 Jul 2025

Laurel Oak Wealth Management

SFA Partners Promotes Inman Porter To SVP Of Advisor Solutions

Firm Also Appoints Deaderick Jones As Chief Compliance Officer Of Its Strategic Financial Alliance Division

By Michael Madden

/ 18 Jul 2025

Inman Porter, Senior Vice President of Advisor Solutions, SFA Partners

The Wealth Consulting Group Adds Industry Veterans To Guide Growth Initiatives

Stuart DePina, Jason Ehrlich, Paul Kim And Andy Kalbaugh Named To The Hybrid RIA’s New Advisory Board

By James Miller

/ 17 Jul 2025

Jimmy Lee, Founder & CEO, The Wealth Consulting Group

Finalists Picked For 19th Invest In Others Awards

Winners Will Be Announced At The Invest In Others Awards Gala On Sept. 25 In Boston.

By Jeff Berman

/ 16 Jul 2025

Sanctuary Recruits $580 Million Advisor From Bank Of Montreal

Bernard Reed Moves To Sanctuary Wealth To Launch Velorum Wealth Management

By James Miller

/ 10 Jul 2025

Bernard Reed, Founder & Managing Partner, Velorum Wealth Management

Modern Wealth Adds Third California Office By Acquiring $1 Billion RIA

The Addition Of El Segundo-Based Kaye Capital Management Enables Modern Wealth To Surpass $8.5 Billion In AUM.

By Jeff Berman

/ 9 Jul 2025

Jason Gordo, Co‑Founder and President, Modern Wealth Management

Merit Receives Strategic Investment From Constellation

Merit To Keep Name And Leadership. WPCG And An Investor Group Led By HGGC Will Exit.

By Michael Madden

/ 9 Jul 2025

Rick Kent, CEO, Merit Financial Advisors

Moors & Cabot Rings In Its 135th Year

In An Interview With WSR, The Firm’s Executive Chairman Explains Its Unique Business Formula, Private Ownership Model And In-House Wealthtech Development

By Jeff Berman

/ 8 Jul 2025

Mark Garrett, Executive Chairman, Moors & Cabot

Fidelis Capital Hires Former Bank Of America Exec As Partner

Investment Veteran Paul Trippe ‘Unretires’ To Join Fidelis

By Michael Madden

/ 2 Jul 2025

Paul Trippe, Partner, Fidelis Capital

Mercer Acquires $1.1 Billion Women-Led Advisory Firm

Mercer Advisors Adds Boston Area-Based O’Brien Wealth Partners

By Jeff Berman

/ 1 Jul 2025

Dave Welling, CEO, Mercer Advisors