$2B Team Joins Fifth Third Wealth Advisors from TIAA-CREF
Wealth Management
NOVEMBER 7, 2024
Advisors Scott Bailey, Scott Cislo and Murray Kinlaw have joined Fifth Third Wealth Advisors, the RIA launched by Fifth Third Bank in 2022.
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Wealth Management
NOVEMBER 7, 2024
Advisors Scott Bailey, Scott Cislo and Murray Kinlaw have joined Fifth Third Wealth Advisors, the RIA launched by Fifth Third Bank in 2022.
Wealth Management
MAY 16, 2023
Adviser Investments is doubling its AUM and bolstering capabilities with the acquisition of Ropes Wealth Advisors from global law firm Ropes & Gray.
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Tobias Financial
JANUARY 18, 2023
Tobias Financial Advisors is proud that our team members constantly strive to grow and expand their knowledge. We are excited to announce that our Wealth Advisor Catalina Franco-Cicero recently earned her Certified Tax Specialist ( CTS ) designation. . To read more about Catalina, visit her bio here. .
Wealth Management
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The 10-person Retirement Visions team left Securities America to harness technology, compliance and administrative support by Redhawk Wealth Ventures.
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Wealth Management
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billion in Central California by acquiring Wacker Wealth Partners EP grows assets by nearly $1.2
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Exencial has picked up a $500 million Austin firm in its 3rd-ever acquisition.
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NFP grew its wealth and retirement business in Utah, R&R left Avantax for Commonwealth, tru Independence launched its 4th firm of 2023 and Johnson Financial, LPL and Kestra all made announcements this week.
Wealth Management
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Convergence and the growth of new plans are beyond what RPAs can handle.
Nerd's Eye View
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In this guest post, Anna Pfaehler, CFP, AEP, a Partner and Wealth Advisor at Constellation Wealth Advisors, discusses how "swap powers" – the ability to exchange assets in an irrevocable trust with other assets of equivalent value – can be used to add flexibility and income tax efficiency to an irrevocable trust.
Wealth Management
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The move establishes EP Wealth's presence on the East Coast, and marks milestone in the firm's planned national expansion.
Wealth Management
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Wealth management should be as well. Money is personal.
Wealth Management
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Advisors are increasingly relying on technology to become more efficient and streamline operations. Urs Bolt details what's driving this shift.
Wealth Management
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It's more than industry knowledge and financial goals. It's about connecting clients with top-notch professionals of all types.
Wealth Management
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Despite some high-profile departures, the bank says the exiting teams accounted for less than 20% of total wealth management assets.
Wealth Management
DECEMBER 1, 2022
EP Wealth picks up its second East Coast firm, adding $274M in assets.
MarketWatch
APRIL 6, 2023
Morgan Stanley MS has hired First Republic Bank FRC wealth advisor Steven Levine in another departure from the troubled bank, Barron’s reported late Wednesday. The publication reported that Levine was ranked in the Barron’s Top 1,200 Financial Advisors for 2023, with a four-person team that managed $2.3 billion as of Sept.
Wealth Management
OCTOBER 10, 2024
The funding round values Farther at $542 million.
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By bringing wealth advisors and attorneys together with medical professionals, clients can receive more comprehensive care. Family offices and their clients can mitigate risks through a “triangle of support” formed by financial, legal, and medical advisors.
Wealth Management
FEBRUARY 17, 2023
The RIA space was on fire this week—eight acquisitions were announced, along with three newly created roles, one rebranding and a new head of NAPFA.
Wealth Management
FEBRUARY 5, 2024
Avantax filed another lawsuit against Mariner Wealth, as well as Molly Nelson, an advisor who left the firm (and filed her own suit against Avantax).
Wealth Management
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Attendees got heated talking about record keepers investing in and promoting services that compete with advisors.
Wealth Management
DECEMBER 1, 2022
In uncertain times, bad advisors hide from their clients; good advisors put themselves out there—and that’s how they take market share.
Wealth Management
AUGUST 2, 2023
It's the third firm the RIA has "acquihired" in 2023.
Wealth Management
SEPTEMBER 20, 2022
The Pittsburgh office will become Mariner’s 77th US location, and its seventh acquisition so far this year.
Carson Wealth
APRIL 17, 2024
Carson Wealth announced that four of the firm’s wealth advisors were named to the Forbes 2024 Best-in-State Wealth Advisors list. This prestigious award recognizes outstanding financial advisors who have demonstrated excellence in their field and are committed to providing exceptional service to their clients.
Wealth Management
DECEMBER 12, 2022
The merger represents Hightower’s seventh deal this year and third merger it has facilitated between firms.
Wealth Management
APRIL 6, 2023
EP Wealth scooped up a billion-dollar firm in its second acquisition of the year while a handful of other deals representing almost $900 million in assets were announced this week and Private Advisor Group added a new role.
Wealth Management
OCTOBER 1, 2024
Wealth advisors and asset managers expect a boost in flows to actively managed fixed income strategies in the wake of lower interest rates, reports FundFire. These are among the investment must reads we found this week for wealth advisors.
Wealth Management
JUNE 21, 2024
What wealth advisors need to know about taxing unrealized gains.
Wealth Management
DECEMBER 3, 2024
These are among the investment must reads we found this week for wealth advisors. Several ETF sponsors have filed to roll out new crypto ETFs that provide some buffer protections to lower the overall risk profile, reports Financial Times.
Wealth Management
SEPTEMBER 22, 2022
In October, the first cohort of 49 advisors will graduate from the new program, part of the firm's strategic emphasis on expanding resources for advisors to clients with more than $5 million in assets,
Wealth Management
NOVEMBER 26, 2024
Morgan Stanley has looked to add employees of startup companies as wealth management clients in anticipation of future IPOs, reports Inc. These are among the investment must reads we found this week for wealth advisors.
Abnormal Returns
AUGUST 5, 2024
Podcasts Michael Kitces talks divorce planning with Michelle Klisanich who is a Wealth Advisor for Financially Wise Divorce. youtube.com) Ted Seides talks with Jeff Assaf who is the founder and CIO of ICG Advisors. kitces.com) Matt Zeigler talks with Wade Pfau about managing sequence of returns risk in retirement.
Wealth Management
NOVEMBER 25, 2024
Brendan Krebs will lead PNC Investments' Wealth Advisor team, reporting to President and CEO Richard Guerrini and helping build out the firm’s increasing focus on mass affluent clients.
Wealth Management
NOVEMBER 10, 2023
A host of ‘strategic’ hires and promotions were announced this week, as firms continue to focus on growth.
Wealth Management
OCTOBER 13, 2023
Steward Partners adds the first team to its IAR-only channel, Allworth Financial names a new CEO and other news from Wealth Enhancement Group, EP Wealth Advisors, Kestra PWS, Gaddis Premier Wealth Advisors and Pitcairn.
Wealth Management
DECEMBER 5, 2024
Serenus Wealth Advisors, a $1.2 billion RIA launched in July, has brought on Graham K. Mandl, a former Certuity exec, to anchor its New York office.
Wealth Management
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Morningstar profiled the 15 funds that have destroyed the most wealth over the past 10 years. These are among the investment must reads we found this week for wealth advisors. Investors who lost money on a deal are trying to shut down a real estate crowdfunding site.
Wealth Management
JUNE 4, 2024
Pistone Wealth Advisors brings $120 million in client assets from Beacon Financial Advisory.
Wealth Management
JULY 16, 2024
These are among the investment must reads we found this week for wealth advisors. BlackRock’s plans to leverage its recent acquisition of Preqin to build private market ETFs have drawn skeptics, reports the Financial Times. Fortune profiled nine executives in the burgeoning private credit arena.
Wealth Management
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A team led by Kara Boccella has left Certuity to create Serenus Wealth Advisors in Santa Monica, Calif.
Wealth Management
AUGUST 8, 2024
Cary Carbonaro joins Ashton Thomas as a managing wealth advisor and Women and Wealth Ambassador for the firm.
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