Newsmakers

Prospera Expands Succession Planning Services For Advisors

Prospera Financial Services Expands Its ‘Succession Your Way’ Suite, Now Offering Options For Developing Associates, Advisor Transitions And Book Of Business Sales

By Chris Latham

/ 15 Nov 2023

Prospera Expands Succession Planning Services For Advisors

Adviser Investments Rebrands As RWA Wealth Partners

Firm Elevates Its Integrated Wealth Management, Tax Advisory And Planning Services To High Net Worth And Ultra-High Net Worth Clients

By Michael Madden

/ 9 Nov 2023

Adviser Investments Rebrands As RWA Wealth Partners

Atria’s SPF Partners With Bank Of Hawai‘i’s Bankoh Investment Services

Sorrento Pacific Financial Strikes ‘Pass Through’ Arrangement With $23.5 Billion Financial Institution, Providing Access To Atria’s Clear1 Portal And Unio Platform

By Chris Latham

/ 9 Nov 2023

Atria’s SPF Partners With Bank Of Hawai‘i’s Bankoh Investment Services

Hightower Invests In $2.5 Billion Florida RIA

Latest Hightower Transaction Adds Fee-Only High Net Worth And Institutional RIA

By James Miller

/ 8 Nov 2023

Hightower Invests In $2.5 Billion Florida RIA

Osaic Recruits Chicago Team From Raymond James

Osaic’s Independent Partner GCG Advisory Onboards $215 Million Duo

By James Miller

/ 6 Nov 2023

Osaic Recruits Chicago Team From Raymond James

Choreo Acquires Wealth Management Business Of BDO USA

Deal Is Fourth Expansion Of Choreo’s Footprint, And Its Third From A CPA Firm, While Boosting Total Assets To Approximately $23.2 Billion

By Chris Latham

/ 1 Nov 2023

Choreo Acquires Wealth Management Business Of BDO USA

Kestra PWS Takes $650 Million Team From Morgan Stanley

Pennsylvania And Ohio Team Providing Holistic Services To Families Joins Kestra

By Michael Madden

/ 1 Nov 2023

Kestra PWS Takes $650 Million Team From Morgan Stanley

CoastalOne Onboards 9 Advisors With Over $500 Million In Assets

Advisors At Lone Star Wealth Advisors, LyfeAdvisors, Income & Wealth Strategies And Integrity Capital Advisory All Came From Titan Securities

By Chris Latham

/ 20 Oct 2023

CoastalOne Onboards 9 Advisors With Over $500 Million In Assets

Practice Intel Launches Platform To Improve Advice And Valuations

New Firm Provides Insights And Tools To Support Improved Advice And Bolster Client Relationships For Growth And Increased Firm Value

By James Miller

/ 18 Oct 2023

Practice Intel Launches Platform To Improve Advice And Valuations

Kestra Poaches Georgia Advisor From Edward Jones

Kestra PWS Recruits Advisor To Launch Second Office Location For Inspired Wealth Planning, Now Overseeing $350 Million In Assets

By Michael Madden

/ 13 Oct 2023

Kestra Poaches Georgia Advisor From Edward Jones

Choreo Poaches Chief Growth Officer From Mercer

Veteran C-Suite Executive To Help Firm Implement Geographic And Service Growth Plans

By James Miller

/ 6 Oct 2023

Choreo Poaches Chief Growth Officer From Mercer

Herbers Study Says Recalibrate Your Client Services

Survey Shows Disconnect Between Client Requirements And Services Provided In Tax, Retirement, Investments And Cryptocurrency

By James Miller

/ 4 Oct 2023

Angie Herbers, Managing Partner, Herbers & Company

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