Elevation Point Stakes $2.5B Ex-UBS Team
By Janet LevauxA 12-member group in Louisiana just sold a slice of its recently formed RIA.
June 20, 2025
Mariner Nabs Integrated Partners Exec to Lead Indie ChannelThe wealth firm aims to expand Mariner Independent, which supports about 1,100 advisors with $40 billion of assets.
June 17, 2025
Osaic Buys $13.5B Boston-Based RIACW Advisors has 140 financial professionals serving high-net-worth clients in 17 offices.
June 16, 2025
Cetera to Commonwealth Advisors: We Know You’re Not Happy"It's clear that some firms are trying to buy their way out of the chaos ... that comes from joining them," LPL said.
June 13, 2025
7 Simple Phrases That Make a PointSometimes you need to win over a client or prospect. Other times, you need to coach yourself.
June 13, 2025
These Florida Advisors Have Beaten the S&P 500 Over 50 YearsBy investing in stocks and bonds, their nine-member RIA turned $12 million into almost $5 billion.
June 13, 2025
Fisher Retirement Solutions Rebrands, One Year Into OperationsThe change to Fisher SMB, says Nathan Fisher, represents “more than just a new logo or a fresh look.”