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 ...
In a move anticipated for two years, the Securities and Exchange Commission signaled earlier this week that it would grant exemptive relief to Dimensional Fund Advisors’ application to offer dual ...
Two weeks ago, Raymond James filed a lawsuit in the U.S. District Court for the Eastern District of Michigan against Pietro “Peter” Melia, the Michigan-based husband of Sarah Melia, who was a Raymond ...
EP Wealth Advisors, an acquisitive Torrance, Calif.-based registered investment advisor with $36 billion in assets under management as of June 2025, has issued a $400 million seven-year term loan and ...
Bryn Mawr Trust, the wealth management division of WSFS Financial Corporation, hired a chief operating officer and promoted three internal employees to bolster its team. Bryn Mawr, based in Wilmington ...
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., ...
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.
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 ...
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 ...
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) ...
Savant Wealth Management, a $29.6 billion registered investment advisor based in Rockford, Ill., has expanded into Rhode Island by acquiring Corrigan Financial’s 25-person team and $1.15 billion in ...
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