The RIA business of Strive Asset Management (the financial firm co-founded by former presidential candidate Vivek Ramaswamy) has new life after spinning out as Thryve Wealth Management, which launched ...

Modern financial professionals need more than just a broker-dealer — they need a true partner. United Planners strives to create a unique environment with client-focused control and gold-standard care ...

Wealth Enhancement, an acquisitive Minneapolis-based RIA with $107 billion in client assets, has acquired XO Wealth Management, a Dallas-based independent RIA. XO Wealth was founded in 2016 and ...

Alternative asset manager Hamilton Lane launched a new venture capital and growth fund to join its broader $10 billion AUM evergreen products. The Hamilton Lane Venture Capital and Growth Fund (HLVCG) ...

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 ...

In an exciting development for Advyzon, the company has embraced a growth trajectory by bringing on board Dave Goes to lead its enterprise sales division. This strategic hire marks a significant shift ...

Recent assertions that M&A activity in the registered investment advisory space is not, in fact, slowing appear to have been borne out yet again this week as more than $140 billion in transacted ...

Lido Advisors, a Los Angeles-based RIA with $29 billion in client assets, has acquired BluePointe Capital Management, a Menlo Park, Calif.-based firm with $870 million in AUM. BluePointe, a fee-only ...

Main Street Financial Solutions, a Newtown, Pa.-based RIA with $2.5 billion in client assets, has launched a three-person RIA of former wirehouse and broker/dealer employees based in Malvern, Pa., ...

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 ...

LPL and Ameriprise announced advisor shifts alongside one of several lawsuits being filed alleging misconduct by departing advisors. On Wednesday, LPL Financial announced that two former Ameriprise ...

Torrance, Calif.-based EP Wealth Advisors has added a $660 million registered investment advisor in its home state with the acquisition of Peninsula Wealth. Peninsula Wealth has been in the Bay Area ...