Sources said investor Summit Partners has hired Raymond James to explore a sale of an ownership stake it took in the RIA that ...

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

&Partners, a St. Louis-based hybrid broker/dealer launched by David Kowach, the former president and CEO of Wells Fargo Advisors, has added two advisor teams this week, both from Wells Fargo Advisors.

Cerity Partners is striking while the iron is hot as it unveils its latest merger deal with a Midwest wealth firm. On Tuesday, the top-ranked RIA announced its merger with SBC Wealth Management, an ...

As Barclays is rumoured to be submitting a bid for UK wealth manager Evelyn Partners, how likely is this to happen?

Their long experience as financial planners allowed Keith Wetjen and Peter Pabich to recognize that something different was happening. The effort to protect and pass on wealth to the next generation ...

Digital Wealth Partners is a U.S.-based registered investment advisor (RIA) specializing in digital assets, including cryptocurrencies and blockchain-based alternatives. It provides customized ...

NEW YORK--(BUSINESS WIRE)--Focus Financial Partners Inc., an interdependent partnership of wealth management, business management, and related financial services firms, today announced that it has ...

DALLAS--(BUSINESS WIRE)--OneVest, a cutting-edge wealth management technology company, has been selected by Westwood Wealth Management, a trusted leader in comprehensive financial services, to be its ...

Increasingly, accounting firms are establishing wealth management practices. The rationale is often twofold. One reason is to serve their clients better. The other reason is that wealth management ...

WINNIPEG, MB and TORONTO, Aug. 28, 2025 /CNW/ - As part of its ongoing commitment to deliver leading-edge solutions and services to clients, IG Wealth Management (IG) today officially announced a ...