Summit Wealth Group paired its first acquisition with the launch of a family office unit, as CEO Randy Morris shares plans to ...

The co-founder of Great Valley Advisor Group, in Berwyn, Pa., started his career in telecommunications, but he couldn’t ...

Merger of Troy, Michigan-based firms accelerates growth, streamlines operations, and deepens focus on client-first wealth management. MORRISTOWN, N.J., Sept. 17, 2025 /PRNewswire/ -- Private Advisor ...

Channing Olson, of Wealthspire, Joe Di Vito, of the Di Vito Consulting Group at RBC Wealth Management, and Lauren Williams, ...

TORRANCE, Calif.--(BUSINESS WIRE)--EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment adviser (“RIA”) with a growing national footprint, has announced their partnership with ...

NewEdge Wealth Advisors adds 31-person teams from Ameriprise Financial and Raymond James, bringing $1.94 billion in client assets ...

Carson Group, a leading wealth advisory firm with over $55 billion* in assets under management (AUM), announced today that it has fully acquired Schlipman Wealth, a long‑time Carson partner that ...

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, announced that True Wealth Advisors (“True Wealth”) has joined the ...

The addition of ClearTrust Wealth Advisors further strengthens NewEdge's footprint in the Nashville area, reflecting the firm's continued momentum in attracting established advisory teams seeking ...

Family Wealth Planning Group and its affiliate, Family Wealth Tax Advisory, a Naples, Fla-based wealth and tax planning firm overseeing $1.2 billion in assets for more than 200 families, has joined ...

Why inheritors want to seek out new advisors for America's Great Wealth Transfer ...

Taken together, the findings suggest that direct indexing is increasingly less about incremental tax benefits and more about ...