Raymond James Financial said it reached a record 8,943 financial advisors as of the end of fiscal year 2025, up 2% from the prior year. The firm reported record trailing-12 production of $407 million ...
Wells Fargo Advisors has poached a $1 billion advisor team from Bank of America’s Merrill. Hyeon Kang, managing director and private wealth advisor, and a team of three advisors and one support staff ...
The legal fracas between Edelman Financial Engines and Mariner Wealth Advisors shows no sign of abating, as the rivals are pushing the judge to rule in their favor before trial while each tries to ...
Last month, Seattle-based Washington Federal Bank launched its own registered investment advisor, WaFd Wealth, and recruited John Chavez, a 30-year Merrill Lynch veteran, to run the new wealth unit.
Betterment, the robo advisor, RIA custodian and 401(k) plan provider, is continuing to bolster its ecosystem for mostly small, registered investment advisors with plans to launch direct indexing and a ...
ESL Federal Credit Union, a Rochester, N.Y.-based financial institution, has acquired Alesco Advisors, a local wealth manager and investment outsourcing business. The deal, expected to close in ...
Asset managers and advisors converged in Los Angeles this week for the fourth annual CAIS Summit—a conference that brings together many of the alternative investment platform’s users. It also serves ...
Cetera continued to bulk up the independent broker/dealer space this week by adding a 34-person team overseeing $1.8 billion in client assets that had been with insurer Northwestern Mutual’s ...
The relative underperformance of IJH is explained by its tilt toward relatively smaller-cap names rather than by differences in sector exposure. IJH, VO, and IWR all have similar sector exposures.
Creative Planning, the mega-registered investment advisor based in Overland Park, Kan., has acquired a team in Hawaii overseeing $430 million in client assets. Mosaic Pacific, founded in 2014, will ...
The Mather Group, a Chicago-based registered investment advisor with $14 billion under management and advisement, has acquired a $200 million AUM RIA in Walnut Creek, Calif.—Mather’s fourth in the San ...
Merchant Investment Management, a New York City-based investment firm that provides growth capital and other support to independent financial services firms, is adding valuation services for ...
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