The head of Constellation Wealth Capital explains what makes independent RIA businesses attractive to his investment firm, ...

LPL Financial Holdings agreed to acquire independent wealth management firm Commonwealth Financial Network for about $2.7 billion. Under the transaction structure, wealth management firm LPL will ...

Wealth Enhancement, a national independent wealth management firm dedicated to enriching clients' lives, announced it has acquired the Wealth Services Division of First International Bank & Trust ...

Bluespring Wealth Partners, meanwhile, announced its acquisition of Charter Capital Management, an RIA based in Brookfield, ...

Amid an industry shortage of talent, firm leaders shouldn’t ignore potential future advisors working just down the hall.

Josef is the manager of planning and wealth organization at Avitas, which aligns with his passion and strength in building ...

Bluespring Wealth Partners (Bluespring), a leading acquirer of both independent RIAs and hybrid wealth management firms, ...

With 30 years of industry experience, Ronice Barlow is set to help steer the ICD as the unit's first-ever COO.

A shrinking advisor workforce means more than just open job postings. It affects client relationships, firm growth, and the high-touch service clients expect.

“Steadyhand” or the “Company”), an independent wealth management firm serving Canadian investors based in Vancouver (the “Transaction”). Founded in 2006, with more than $1.3 billion in ...

The wealth management veteran started wearing mismatched socks on a lark but discovered that clients loved them and that they signified the firm was made up of innovative thinkers, unafraid of bucking ...

Karl Heckenberg, who heads a private-equity firm with $1 billion to invest in independent wealth management firms, says the secret to his career success is simple. “I think a lot of it is that ...