2+ day, 19+ hour ago   (544+ words) OnePoint BFG Wealth Partners and Modern Wealth Management have extended their respective Southeast footprints this week, adding experienced teams from Northwestern Mutual and LPL in one of the hottest wealth markets in the US. OnePoint BFG, the Parsippany, New Jersey-based…...

3+ day, 21+ hour ago   (570+ words) Hightower Advisors has moved another of its existing partner firms into its fully integrated national practice, announcing the latest addition to its fast-growing Hightower Signature Wealth arm. In the deal announced Wednesday, Hightower is folding Boston Hill Advisors, a member…...

4+ day, 34+ min ago   (648+ words) BridgePort Financial Solutions has recruited one of the RIA industry's most experienced dealmakers to lead its next phase of expansion, naming Tina Decker senior vice president of business development as the Phoenix-based firm looks to accelerate its national acquisition strategy....

4+ day, 20+ hour ago   (490+ words) Prime Capital Financial has opened a dedicated endowments and foundations practice, hiring Mark Hays away from Glenmede to serve as its president. "Endowments and foundations deserve a true partner who can match institutional-caliber expertise with real personal attention, and we've…...

1+ week, 3+ day ago   (639+ words) Savant Wealth Management has added its third New York office, extending a run of dealmaking that by at least one measure has already made it the most acquisitive RIA in the country this year. The Rockford, Illinois-based firm announced it…...

1+ week, 4+ day ago   (619+ words) Gelfand, Rennert & Feldman, one of the largest business management and family office firms in the United States, has made its first move into the Canadian market, acquiring Burlington, Ontario-based Danyliw & Mann, Inc. and affiliated royalty management company BDM Royalty Management…...

2+ week, 1+ day ago   (93+ words) Where regulators are getting the balance right, and wrong The Hazel platform uses dedicated calculation programs to deliver personalized financial plans across six disciplines in minutes. Joel Berry II brings firsthand athlete experience to Oppenheimer's $6B Winston-Salem team as NIL complexity…...

1+ week, 5+ day ago   (497+ words) &Partners has added Crown Legacy Wealth, a Bellevue, Washington-based practice managing $838 million in prehire assets, marking the firm's 123rd advisor practice since its founding almost three years ago. The addition, announced late last week, extends a recruitment run that has made…...

2+ week, 3+ day ago   (614+ words) It's been a busy week for advisor movement as Cresset, Kestra Private Wealth Services, and Janney each welcome new advisors and teams along the East Coast. Cresset Capital, an independent, client- and employee-owned wealth management firm, is expanding into Boca…...

2+ week, 3+ day ago   (555+ words) Vanguard has agreed to acquire Altruist, the venture-backed technology and custody platform built for registered investment advisors, the two companies announced Wednesday. The deal marks one of the most significant consolidations in advisor technology this year, bringing together the country's…...