Newsmakers

Householder Group Exceeds $1 Billion In Acquired Assets Since 2019

Texas And Colorado Acquisitions Are The Firm’s 12th And 13th Since It Launched An Inorganic Growth Strategy In 2019

By James Miller

/ 12 Mar 2024

Scott Householder, Founder & CEO, and Renee Farida, COO, Householder Group

$1 Billion Stifel Breakaway Team Launches With Sanctuary

Third Billion-Dollar, Multigenerational, Indianapolis-Based Sanctuary Affiliate Will Co-Locate At Sanctuary Office

By James Miller

/ 12 Mar 2024

From left to right: Chad Keller, L. Gene Tanner, J. Miller

RFG Advisory Adds Industry Veteran Abby Salameh

Salameh Previously Served As Chief Marketing Officer, Head Of Strategic Partnerships And Managing Director of CAIS IQ

By Jeff Berman

/ 11 Mar 2024

RFG Advisory Adds Industry Veteran Abby Salameh

MMI’s Academy To Support NexGen Investment Professionals

Money Management Institute Partners With NYU Stern To Provide Graduate-Level Program

By Janeesa Hollingshead

/ 11 Mar 2024

Tim Williams, Director of Education Initiatives, Money Management Institute; Craig Pfeiffer, President & CEO, Money Management Institute

Osaic Picks Up Cornerstone Advisors From Cetera

Cornerstone Founder James Benson And His Team Oversee Almost $360 Million In Client Assets.

By Jeff Berman

/ 7 Mar 2024

James P. Benson II, Founder of Cornerstone Advisors; Kristen Kimmell, Executive Vice President Business Development at Osaic

Bold Moves Into The Digital Wealth Management Frontier

Arete And FusionIQ CEOs Discuss Their Partnership And Its Benefits For Financial Institutions And Retail Investors

By Michael Madden

/ 7 Mar 2024

Bold Moves Into The Digital Wealth Management Frontier

Modern Wealth Buys $1.2 Billion Beltz Ianni

Through The Acquisition, Its Sixth In Under A Year, Modern Wealth Has Added A Retirement Plan Advisory Business.

By Jeff Berman

/ 6 Mar 2024

Modern Wealth Buys $1.2 Billion Beltz Ianni

Marshall Wealth Rebrands To Novus Wealth

Marshall Wealth Selects The Name ‘Novus’ To Reflect The Future Of Both The Firm And Its Clients

By Michael Madden

/ 6 Mar 2024

Brad Marshall, Founder, Novus Wealth Group

Kevin Bendix Joins Diversify Advisor Network As Chief Legal Officer

Former Kirkland & Ellis Partner To Also Execute Strategic Initiatives For M&A, Advisor Growth And Technology

By James Miller

/ 29 Feb 2024

Kevin Bendix, Chief Legal Officer, Diversify Advisor Network

Industry Veteran Named Emigrant Bank Vice Chair, Emigrant Partners Chair

Liz Nesvold Has Been In The Sector For Over 30 Years As An Advisor, Investment Banker And Executive.

By Jeff Berman

/ 29 Feb 2024

Liz Nesvold, Vice Chair of Emigrant Bank and Chair of Emigrant Partners

Vestmark Partners With Invesco To Reach More RIAs

Advisors Using Invesco Model Portfolios Can Now Access Vestmark VAST Portfolio Management Service.

By Jeff Berman

/ 27 Feb 2024

Stratos Recruits $700 Million Firm From Osaic

Stratos Onboards 20-Person California Firm, Will Provide Investment Services And In-Firm Leadership Transition Support

By Julius Buchanan

/ 23 Feb 2024

Stratos Recruits $700 Million Firm From Osaic

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