In this week’s advisor deals and moves, Carson Wealth snags a $608M firm, RIA holding company Aspen acquires its third firm, and a $580M RIA joins Sanctuary’s independent partner channel.

Eric Phillips discusses how technology innovations are transforming wealth and retirement planning for financial advisors.

Is the Recent Carson Acquisition of Northwest Capital Management the Beginning of a 401 (k) Gold Rush by RIA Aggregators? Who will have the advantage – RIAs or RPAs?

It has been a busy year for ARQA, founded in 2022 by Haik Sahakyan and Peter DiLorenzo. Its two current products include KorScript and ARQA AI. Simply put, KorScript uses generative artificial ...

RIA Roundup: Captrust Buys $1.1B Trutina in Pacific Northwest No less than 13 deals were announced in the RIA space this week, along with a rebrand, a new launch and a couple of talent grabs.

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

Focus Hub Merges In $4B Seattle RIA The acquisition of Merriman Wealth Management marks the ninth for Focus Partners Wealth, the newly rebranded The Colony Group and Buckingham Strategic Wealth ...

Wealth Enhancement Group Acquires $1.4 Billion RIA The announcement follows the acquisition of Wealth Enhancement Group by TA Associates and represents a boost of the firm's New York presence.

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.

Brian Spinelli, co-CIO, talks about why the firm prefers passive strategies for U.S. large caps, where it sees opportunities in private markets and how it approaches tax considerations.

Harnessing Data Analytics & AI for Personalized Client Insights Discover how cutting-edge AI and data analytics are transforming advisor-client relationships.

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.