Newsmakers

Exclusive: Reflection Asset Founder To Serve As Newday CIO As Firms Collaborate

Jason Britton Also Joins Board Of Newday, Which Will Offer RAM’s Investment Products And Leverage Reflection Analytics Tools.

By Jeff Berman

/ 14 Jan 2025

Jason Britton, Founder, Reflection Asset Management and Reflection Analytics, and Chief Investment Officer, Newday Impact

Perigon Wealth Management Adds To Goldman Sachs Relationship

Perigon Engages Goldman Sachs Custody Solutions

By Michael Madden

/ 13 Jan 2025

Arthur Ambarik, CEO, Perigon Wealth Management

Mariner Adds $292 Billion In AUA With Purchase Of Cardinal Investment Advisors

The Acquisition Boosts Mariner’s Total AUA To About $550 Billion And Supports Its 2025 Expansion Plan.

By Jeff Berman

/ 10 Jan 2025

Marty Bicknell, CEO and President, Mariner

Sound Income Group Founder Shares His Blueprint For Advisor Success

David Scranton Outlines His Approach And Values In His Newly Published Fourth Book ‘Attract & Grow’

By Michael Madden

/ 9 Jan 2025

David Scranton, Founder & CEO, Sound Income Group

Sanctuary Wealth Nabs $700 Million Hillguard Wealth From Truist

Miami-Based UHNW International Firm Led By Marcello Zaffaroni And Juan Martin Campuzano Joins Sanctuary Global Division

By Janeesa Hollingshead

/ 9 Jan 2025

Invest In Others Announces Winners Of 2024 Grant Program Funding

Charitable Foundation Grants $301,600 To 17 Nonprofits Supported By Financial Advisors.

By Jeff Berman

/ 9 Jan 2025

Stratos Affiliate Pettinelli Completes Multi-Year Realignment

Founder Transitions From Daily Operations At $750 Million Firm, Which Introduces Internal Integrated Team Approach And 100% Employee Ownership Model

By James Miller

/ 8 Jan 2025

Jon Pettinelli, President, Pettinelli Financial Partners

Carson Group Buys Out $1 Billion Carson Wealth Advisory Firm

Carson Wealth Cedar Rapids’ Las Vegas Office Is Included In The Deal.

By Jeff Berman

/ 8 Jan 2025

Merit Acquires $739 Million Firm In Pennsylvania

Zimmermann Investment Management & Planning Is Merit’s Fourth Office In The State.

By Jeff Berman

/ 7 Jan 2025

Tyler Vernon, Managing Principal, Merit Financial Advisors

Being Certain When Surrounded By Uncertainty

In Uncertain Times, Communicate Clearly To Your Clients With Authority

By WSR Newsroom

/ 29 Dec 2024

Being Certain When Surrounded By Uncertainty

CAPTRUST Adds About $2 Billion In Assets By Buying Two Firms

CAPTRUST Acquires Campbell Wealth Management In Virginia And TruNorth Wealth Partners In Minnesota.

By Jeff Berman

/ 20 Dec 2024

Rick Shoff, Managing Director, CAPTRUST Financial Advisors

Commonwealth Recruits Two Long Island Teams From Osaic

Full Spectrum Financial Solutions And NXT Phase Financial Services Collectively Managed Over $495 Million In Client Assets.

By Jeff Berman

/ 19 Dec 2024

Becca Hajjar, Managing Principal and Chief Business Development Officer, Commonwealth Financial Network

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