Newsmakers

Former FSI Executive Joins Haven Tower Board

Paulitz Brings Decades Of Experience On Capitol Hill To New Role

By James Miller

/ 13 Sep 2024

Chris Paulitz, Consultant, Disability Specialists, and Board Member, Haven Tower Group

Savvy Onboards Two Advisors From Corebridge, TIAA

The Expansion Comes After Completion Of Its $26.5 Million Funding Round

By Jeff Berman

/ 11 Sep 2024

Savvy Onboards Two Advisors From Corebridge, TIAA

Sound Income Group Rebrands Consulting Unit

Consulting, Coaching And Marketing Services Provider Advisors’ Academy Rebranded To Sound Income Academy

By James Miller

/ 6 Sep 2024

Patrick Farrell, President & COO, and Erika Wilson, CMO, Sound Income Group

LPL Signs Deal To Buy $9 Billion BD And RIA The Investment Center

LPL Expects To Close The Transaction In The First Half Of 2025

By Jeff Berman

/ 6 Sep 2024

Mariner Boosts M&A Advisory Capabilities With Woodbridge Purchase

Woodbridge’s Team And Operations Are Expected To Be Integrated Into Mariner By Year End

By Jeff Berman

/ 6 Sep 2024

Marty Bicknell, CEO and President, Mariner Wealth Advisors

FNZ Names Blythe Masters Group CEO In Leadership Transition

Founder Adrian Durham Transitions While Regelman And Daffron Take New Roles As Firm Set To Receive $1 Billion Investment From Existing Institutional Shareholders

By Jeff Berman

/ 3 Sep 2024

Blythe Masters, Group CEO, and Adrian Durham, Founder, FNZ

UHNW-Focused RIA IEQ Capital Buys $5.3 Billion Firm EPIQ

The Combined Firm Will Have $32 Billion In AUM When The Deal Completes Later This Year

By Jeff Berman

/ 29 Aug 2024

Eric Harrison, Robert Skinner and Alan Zafran, Co-CEOs and Founders, IEQ Capital

RBC Expands In Ohio With Pickup Of Morgan Stanley Advisor Team

The Paradigm Group Managed About $693 Million In Client Assets At The Wirehouse

By Jeff Berman

/ 23 Aug 2024

Kyle McLaughlin, Managing Director - Private Wealth Advisor, RBC Wealth Management

Invest In Others Names 10 Firms To Charitable Champions List

The Charitable Foundation Recognizes The Advisory Firms For Giving Back To Their Communities

By Jeff Berman

/ 23 Aug 2024

Rise Growth Partners Makes Its First RIA Minority Investment

The Joe Duran-Led Firm Has Taken A Stake In Bleakley Financial Group To Drive Its National Expansion

By Jeff Berman

/ 21 Aug 2024

Joe Duran, Managing Partner, Rise Growth Partners

Summit Financial Picks Up Meeder’s $400 Million Wealth Management Division

Summit Financial, With Merchant Investment Management, Acquired A Significant Equity Stake In Dublin, Ohio-Based Meeder Wealth Management In Q2 2024

By Jeff Berman

/ 15 Aug 2024

Summit Financial Picks Up Meeder’s $400 Million Wealth Management Division

World Investment Advisors Names Kevin Ryan As New CFO

Appointment Of Chief Financial Officer Follows Firm’s Rebranding From Pensionmark And Acquisition Of $3.5 Billion Boston Harbor Wealth Advisors

By Chris Latham

/ 15 Aug 2024

Kevin Ryan, CFO, World Investment Advisors; Troy Hammond, Founder and CEO, World Investment Advisors

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