In the latest RIA deals and moves, Strategic Blueprint and DayMark add new teams while Lido acquires an $870M RIA and a father-son duo join Kestra.

Bleakley Financial Group, a hybrid registered investment advisor backed by Joe Duran’s Rise Growth Partners, has added Ray Sclafani, the founder and CEO of ClientWise, an executive coaching firm for ...

The first day of the annual Morningstar Investment Conference in Chicago this week showcased executives from two of the largest asset managers in the nation, providing insights into where the firms ...

Commonwealth Financial Network, which penned a deal in March to be acquired by LPL Financial, has added Patrick Funke & Associates, a Phoenix-based team with about $430 million in client assets. The ...

Envestnet, which went private in a sale to Bain Capital last year, announced plans to sell Yodlee, the financial data aggregation subsidiary, to STG, a Menlo Park, Calif.-based private equity firm.

In addition, Carson Group fully acquires a Florida-based partner firm, and Arbor Financial adds an advisor who had managed $600 million at Advisors Capital Management.

Hightower said it has acquired an undisclosed ownership stake in Frontier Investment Management, a $3.3 billion RIA based in Dallas, the firm's third and largest deal this year.

The recent much smaller acquisition of Northwest Capital Management—with $4 billion in retirement assets—by Carson Group, though smaller, might be the beginning of other deals by RIA ...

HS: Where we are headed is that it can be as simple as writing a text. Let me explain; I don’t want to name the firm, but let’s say a big tech provider that we all know spent millions of ...

The top SMA managers of the the decade, per Informa Investment Solutions’ PSN Top Gun awards.

After Hitting $17B in ‘23, Concurrent Scores Advisors from Wells Fargo, Raymond James Concurrent Investment Advisors, a Tampa-based hybrid RIA that was formerly an office of supervisory ...

Adero Partners was founded in 1999 with a focus on providing family CFO services to Silicon Valley clients under the original name Vista Wealth Management Group. The firm has since grown into a $3 ...