Newsmakers

Advisor Group Recruits Delich Wealth Management To Financial Dimensions Group

Delich Wealth Management Joins Advisor Group’s Financial Dimensions Group, Bringing $250 Million In Client Assets From RBC Wealth Management

By Chris Latham

/ 10 May 2023

Advisor Group Recruits Delich Wealth Management To Financial Dimensions Group

Riskalyze Reflects Expanded Mission With ‘Nitrogen’ Rebrand

Wealthtech Firm Announces Rebrand In Line With Growth And Evolution Of Value Proposition

By James Miller

/ 9 May 2023

Riskalyze Reflects Expanded Mission With ‘Nitrogen’ Rebrand

Nesvold Assumes New Role As Cresset’s President

Silver Lane Co-Founder And Former Raymond James Executive Takes Helm At Cresset Alongside Co-Founders

By Janeesa Hollingshead

/ 2 May 2023

Nesvold Assumes New Role As Cresset’s President

Coldstream Hires Veteran Operations Executive Matt Sonnen As COO

Former RIA Consultancy CEO Matt Sonnen Will Work On Standardizing And Optimizing Coldstream’s Back-Office Operations For RIA Partners And Future M&A Deal Partners

By Chris Latham

/ 1 May 2023

Coldstream Hires Veteran Operations Executive Matt Sonnen As COO

Sanctuary Wealth Poaches Carson Group Legal Boss

Carson’s General Counsel Kevin Miller Joins Sanctuary As Chief Legal Officer

By Janeesa Hollingshead

/ 24 Apr 2023

Sanctuary Wealth Poaches Carson Group Legal Boss

Sound Income Strategies’ Fixed Income ETF Ranks High for Morningstar

Sound Income Strategies’ Fixed Income ETF Ranks In Morningstar’s Top 1% For Q1 2023 Among 131 Similar Funds Based On Total Returns

By Chris Latham

/ 19 Apr 2023

Advisor Group Recruits Silverberg Wealth Management To Royal Alliance

Silverberg Wealth Management Joins Advisor Group’s Royal Alliance, Bringing $212 Million In Client Assets And Three Advisors From Cetera

By Chris Latham

/ 18 Apr 2023

Advisor Group Recruits Silverberg Wealth Management To Royal Alliance

Transitions, Transactions & Promotions: RIAs Soar As Regional Banks Fall

First Republic Bank And Silicon Valley Bank Lose Big Advisor Teams To Rivals, Large RIAs Buck M&A Headwinds, RIA-Focused Custodian Altruist Raises Capital To Compete With Schwab And Fidelity, And More

By Chris Latham

/ 18 Apr 2023

Transitions, Transactions & Promotions: RIAs Soar As Regional Banks Fall

Prospera Recruits Southwest Florida Advisory Team

Prospera Expands Florida Footprint By Onboarding Independent Firm Howell Wealth Advisors With $215 Million In Assets

By Michael Madden

/ 18 Apr 2023

Prospera Recruits Southwest Florida Advisory Team

NewEdge Hires Veteran UHNW Private Wealth Advisor

NewEdge Hires Industry-Recognized Ultra-High Net Worth Advisor From Morgan Stanley As Managing Director

By James Miller

/ 11 Apr 2023

NewEdge Hires Veteran UHNW Private Wealth Advisor

Goldman Veterans Launch New RIA Acquirer With $200 Million Funding

Former Goldman And United Capital Execs Launch RIA With Crestview Partners’ Support; Plan To Acquire RIAs And Provide Holistic Advisor Support

By James Miller

/ 5 Apr 2023

Goldman Veterans Launch New RIA Acquirer With $200 Million Funding

Income-First Strategy Leads Among Large Value Funds

Sound Income Strategies’ ETF Achieves Top 4% In Morningstar Rankings, Demonstrating Success Of Income-Focused Equity Investment Strategy

By Janeesa Hollingshead

/ 5 Apr 2023

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