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Newsmakers

Breaking news across the wealth management industry

NewEdge Advisors, NewEdge Wealth Recruit Nearly $5.5 Billion In First Half

Parent Company NewEdge Capital Group, Which Services More Than $55 Billion In Client Assets, Has Reported Record Growth Each Year Since Launching In 2021

By James Miller

/ 15 Aug 2024

Rob Sechan, Co-Managing Partner of NewEdge Capital Group and CEO of NewEdge Wealth; Alex Goss, Co-Managing Partner of NewEdge Capital Group and Co-CEO of NewEdge Advisors; and Neil Turner,...

$3 Billion Team Exits Raymond James, Starts Crux Wealth Advisors As Hybrid RIA

California-Based Crux Goes Fully Independent With $1 Billion In AUM, Tapping BNY Pershing As Custodian And Arete Wealth For Broker-Dealer Network

By Jeff Berman

/ 13 Aug 2024

Travis Alexander, Crux Wealth Advisors, CEO and Founder

Fiduciary Trust Adds New Senior Relationship Manager To Its New York Office

Kevin F. Flood Previously Spent Over A Decade At Wilmington Trust, Where He Managed A Client Relationship Team Overseeing $870 million in AUM.

By Jeff Berman

/ 9 Aug 2024

Kevin F. Flood has joined Fiduciary Trust’s New York office as a Senior Relationship Manager.

Commonwealth Recruits $300 Million Team From Northwest Mutual

Sentinel Advisory Group Cites Operational Control And Flexibility As The Main Factors In Its Move

By Jeff Berman

/ 1 Aug 2024

The Sentinel Advisory Group team

Bridgemark Continues Growth By Adding Three Recruiting Specialists

Consulting Firm Adds Jason Hawn, Timari Robison And Travis Boak

By James Miller

/ 1 Aug 2024

Jeff Nash, CEO & Co-Founder, Bridgemark Strategies

Bluespring Buys $1.35 Billion Pennsylvania Wealth Management Firm

The Addition Of Rodgers & Associates Boosts The Number Of Bluespring Partner Firms To 27

By Jeff Berman

/ 31 Jul 2024

Stuart Silverman, Chairman, Bluespring Wealth Partners

Savvy AUM Surpasses $700 Million After Adding Six More Advisors

Savvy Advisors Now Has 30 Wealth Managers And Continues To Actively Recruit Advisors, It Says.

By Jeff Berman

/ 26 Jul 2024

Six more advisors joined Savvy: Alex Austin, Brad Morgan,, Brian Boswell, Colin Farr, J. Nick McLaughlin and Michaela Sullivan. Not pictured: J. Nick McLaughlin

KKR To Buy $150 Billion Janney Montgomery Scott

The Acquisition Is Expected To Close In The Fourth Quarter Of 2024

By Jeff Berman

/ 25 Jul 2024

Tony Miller, President, Janney Montgomery Scott

Half Year In Review: Top 10 Articles Of The First Half Of 2024

Our Top 10 Articles Of The First Half Of 2024 Include Awards, Conferences, Expert Analysis, Wealthtech And More

By Jeff Berman

/ 22 Jul 2024

Half Year In Review: Top 10 Articles Of The First Half Of 2024

Industry Veteran Launches $1.2 Billion RIA In California

Kara S. Boccella Has Founded Independent Firm Serenus Wealth Advisor In Santa Monica, California.

By Jeff Berman

/ 18 Jul 2024

Industry veteran Kara S. Boccella, Founder and Managing Partner of RIA Serenus Wealth Advisors

Finalists Picked For 18th Invest In Others Awards

Winners Will Be Announced At The Invest In Others Awards Gala On Sept. 19 In Boston.

By Jeff Berman

/ 17 Jul 2024

World Investment Advisors Acquires $3.5 Billion Boston Area Firm

Acquisition Is The Firm’s Third In Nine Months And First Since Rebranding From Pensionmark

By James Miller

/ 17 Jul 2024

Troy Hammond, CEO, World Investment Advisors, and Matthew Davis, CEO, Boston Harbor Wealth Advisors