Newsmakers

Corient To Buy $7.9 Billion Maine RIA

The Acquisition Of H.M. Payson, Maine’s Largest RIA, Will Expand Corient’s Footprint In The Northeast.

By Jeff Berman

/ 18 Dec 2024

Kurt MacAlpine, Partner and CEO, Corient

Deals & Recruiting Roundup: MAI Capital, LPL, Hightower, Vanguard And More

Acquisitions By MAI And Homrich Berg, Avitas Merges With Lido, Strategic Investment By Hightower, Focus Establishes Business Hub, Recruiting By LPL And Perigon, Sanctuary Partners With BNY Pershing, Snowden Lane’s Retirement Program And Vanguard’s New Wealth Management Division

By Chris Latham

/ 17 Dec 2024

Deals & Recruiting Roundup: MAI Capital, LPL, Hightower, Vanguard And More

Summit Takes Minority Stake In Chicago-Area RIA

The Strategic Investment Made In Midway Wealth Partners Is Summit’s 17th For 2024.

By Jeff Berman

/ 13 Dec 2024

Stan Gregor, CEO and Chairman, Summit Financial Holdings

Homrich Berg To Add $6.4 Billion In Assets By Buying Maryland RIA

The Acquisition Of WMS Partners, Expected To Close In Early Q1, Will Bring HB’s AUM To $24 Billion

By Jeff Berman

/ 12 Dec 2024

Thomas Carroll, CEO and President, Homrich Berg

Perigon Recruits Boca Raton, Florida, Duo From UBS

Father-Son Harrigan Group Joins Perigon With $170 Million In Assets

By James Miller

/ 12 Dec 2024

Arthur Ambarik, CEO, Perigon Wealth Management

Sanctuary Integrates With BNY Pershing’s Wove

Wove Integration To Provide Holistic View Of Client Assets And Multiple Tools To Sanctuary Platform

By Janeesa Hollingshead

/ 12 Dec 2024

FFP: Support For Pro Bono Planning Among Aspiring Advisors Is Strong

Pro Bono Support Among Newcomers To The Field Is ‘Even More Intense’ Than The Widespread Support Among Current CFP Professionals, FFP Says.

By Jeff Berman

/ 11 Dec 2024

FFP: Support For Pro Bono Planning Among Aspiring Advisors Is Strong

Mariner Adds $878 Million In AUM After Buying California, Florida Advisory Firms

Firm Acquires Atlas Financial In Sarasota And Newport Advisory In Newport Beach, Expanding Its Footprint In ‘Key Markets’

By Jeff Berman

/ 6 Dec 2024

Marty Bicknell, CEO and President, Mariner Wealth Advisors

Invest In Others Had A ‘Transformative’ 2024, Says CEO

The Charitable Foundation Achieved Major Accomplishments And Launched An Ambitious New Strategic Plan.

By Jeff Berman

/ 5 Dec 2024

AmericanTCS And NewEdge Growth Pushes Parent EdgeCo Past $600 Billion

Retirement And Services Subsidiaries Both Contribute To New Firm Milestone

By Michael Madden

/ 4 Dec 2024

WSR Names 2024 Top Wealth Management Distribution Strategists (DS 5)

WSR’s Inaugural List Of The DS 5 Recognizes As Honorees Ronice Barlow Of Franklin Templeton, Alaina Giampapa Of Natixis, Cliff Jack Of AuguStar, Karen Lutomski Of Nuveen And Matt Matrisian Of AssetMark

By Chris Latham

/ 3 Dec 2024

WSR Names 2024 Top Wealth Management Distribution Strategists (DS 5)

Perigon Hires General Counsel And CCO, Director Of Organic Growth

San Francisco-based Perigon Wealth Management hired Jonathan Robbins as General Counsel and Chief Compliance Officer, and Michael Mignosi in the newly created role of Director of Organic Growth. Before

By James Miller

/ 27 Nov 2024

Jonathan Robbins, General Counsel and Chief Compliance Officer (left) and Michael Mignosi, Director of Organic Growth, Perigon Wealth Management

Just one quick step