Asset Management

iCapital To Buy Parallel Markets To Advance Financial Identity Platform

By Amit Chowdhry ● Jan 20, 2025

Waverly Advisors Buying Dickinson Investment Advisors

By Amit Chowdhry ● Jan 20, 2025

Cetera Brings In Advisors With $255 Million In Combined AUA: Jennifer Read and Terri Steele

By Amit Chowdhry ● Jan 20, 2025

Kestra Financial: John Amore Promoted To President

By Amit Chowdhry ● Jan 17, 2025

Platform Partners: $180 Million Of Follow-On Equity Capital Commitments Raised

By Amit Chowdhry ● Jan 17, 2025

Janus Henderson: Kelly Cavagnaro Named As Head Of North America Institutional

By Amit Chowdhry ● Jan 17, 2025

Schwab Asset Management Launching The Schwab Core Bond ETF

By Amit Chowdhry ● Jan 17, 2025

Farther Brings In $650 Million SignalPoint Asset Management Team

By Amit Chowdhry ● Jan 16, 2025

MAI Onboards $662 Million RIA Firm Concentric Wealth Management

By Amit Chowdhry ● Jan 15, 2025

Ramirez Asset Management Buys $500 Million Private Credit Strategy Unit From Avenue Capital Group

By Amit Chowdhry ● Jan 15, 2025

CAPTRUST Onboards Houston-Based $300 Million Advisor Firm

By Amit Chowdhry ● Jan 15, 2025

Wealth Enhancement Acquires $82 Million RIA Danison & Associates

By Amit Chowdhry ● Jan 15, 2025

Waystone: Nigel Pasea Named As Country Head Of Middle East

By Amit Chowdhry ● Jan 15, 2025

Raymond James Brings In $525 Million Florida-Based Advisor Mary Lauritano

By Amit Chowdhry ● Jan 15, 2025

Indivisible Partners Onboards $640 Million Team And Launches Advisory Firm

By Amit Chowdhry ● Jan 15, 2025

Raymond James Onboards $440 Million Oklahoma-Based Team

By Amit Chowdhry ● Jan 14, 2025

Savvy Advisors Passes $1 Billion In AUM

By Amit Chowdhry ● Jan 14, 2025

Cerity Partners Onboards $4.1 Billion AUM Firm Prio Wealth

By Amit Chowdhry ● Jan 14, 2025

Summit Partners: Ricardo Gonzalez Named As Partner

By Amit Chowdhry ● Jan 14, 2025

Mariner Acquiring Cardinal Investment, Bringing In $292 Billion In Assets Under Advisement

By Amit Chowdhry ● Jan 14, 2025

First American Bank Partnering With InvestCloud To Modernize Digital Wealth Management Platform

By Amit Chowdhry ● Jan 14, 2025

Janney: 27 Financial Advisors Added In 2024

By Amit Chowdhry ● Jan 14, 2025

Merit Financial Acquiring $739 Million Firm Zimmermann Investment

By Amit Chowdhry ● Jan 14, 2025

Procyon Partners Appoints Mark Sullivan As SVP And Senior Private Wealth Advisor

By Amit Chowdhry ● Jan 14, 2025

KeyBank: Robert Weiss To Head Family Wealth Business

By Amit Chowdhry ● Jan 13, 2025

Perigon Enhances Advisor Support Through Goldman Sachs Partnership

By Amit Chowdhry ● Jan 13, 2025

Savvy Advisors Surpasses $1 Billion in AUM

By Amit Chowdhry ● Jan 13, 2025

MetLife Investment Acquiring 3 Investments Teams Managed By Mesirow With $6 Billion Of Assets

By Amit Chowdhry ● Jan 12, 2025

Sanctuary Adds $700 Million Hillguard Wealth Management Team

By Amit Chowdhry ● Jan 12, 2025

Kestra Brings In $400 Million Campus Wealth Team

By Amit Chowdhry ● Jan 12, 2025