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Newsmakers

Breaking news across the wealth management industry

Avantax Picks Up $143 Million Advisor From Edward Jones

Illinois Advisor Believes CEPA Designation And Avantax’s Tax Focus Will Improve Client Experience

By Jeff Berman

/ 27 Nov 2024

Andrew Erickson, Founder and Financial Advisor, ClearGuide Wealth

First Carson Wealth Office Opens In Minnesota As MAG Wealth Expands And Rebrands

MAG Wealth Buys Ovation Wealth, Rebrands To Carson Wealth As Carson Group Takes A 30% Equity Stake.

By Jeff Berman

/ 21 Nov 2024

Jeremy Willner, Founder and CEO, and Hayden Willner, Partner and Wealth Advisor, MAG Wealth Management

Sowell Management Picks Up Practices With $220 Million In Assets

Arkansas Firm Transitions Advisors From Raymond James, Osaic And Edward Jones

By WSR Newsroom

/ 21 Nov 2024

Bill Sowell, CEO & Founder, Sowell Management

Robinhood To Buy TradePMR For About $300 Million

TradePMR Will Add More Than $40 Billion In Assets To Robinhood.

By Jeff Berman

/ 20 Nov 2024

Vlad Tenev, CEO and Chairman, Robinhood

Mercer Expands In Denver Area And Minneapolis With Two RIA Acquisitions

Mercer Closed On Purchases Of Firms With Almost $1.7 Billion In Combined Assets Late Last Month

By Jeff Berman

/ 13 Nov 2024

Martine Lellis, Principal, M&A Partner Development, Mercer Advisors

Fifth Third Adds $2 Billion Advisor Team, Office In Charlotte

The Additions Are Part Of Fifth Third’s Expansion Of Its Presence In The North Carolina City.

By Jeff Berman

/ 12 Nov 2024

Eric Housman, President, Fifth Third Wealth Advisors

Kestra Member Adds New Managing Director In Florida

The Sade Group Expands With The Addition Of Advisor Worth Trainor And Rebrands As Riverside Private Wealth Management.

By Jeff Berman

/ 8 Nov 2024

Worth Trainor, Managing Director, Riverside Private Wealth Management

Dynasty Network Member Adds $200 Million Advisor In Florida

Shawn Jiles Joined St. Petersburg-Based Cyndeo Wealth Partners From Bison Wealth

By Jeff Berman

/ 7 Nov 2024

Shawn Jiles, Advisor and Director, Cyndeo Wealth Partners

Kestra Picks Up $1.4 Billion Advisor Team From B. Riley

Boca Raton, Florida-Based Wealth Empowerment Financial Strategies Brings A Team Of 31 Advisors And Staff To Kestra.

By Jeff Berman

/ 31 Oct 2024

Eric Lyon, Senior Managing Director and Founder, Wealth Empowerment Financial Strategies

Modern Wealth Management Buys $1.4 Billion RIA Petso Financial

Acquisition Is The Firm’s Sixth This Year, Allows It To Surpass $6 Billion In AUM.

By Jeff Berman

/ 24 Oct 2024

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

Sanctuary Conference Emphasizes Boldness

Annual Oasis Conference Welcomes tru Independence Advisors, Introduces Enhancements

By James Miller

/ 23 Oct 2024

Sanctuary Conference Emphasizes Boldness

Rich Steinmeier Named LPL CEO, Joins Board Of Directors

Steinmeier Had Been Serving As Interim CEO Since Dan Arnold Was Recently Removed As CEO And President.

By Jeff Berman

/ 23 Oct 2024

Rich Steinmeier