Eaglebrook Advisors Announces Strategic Digital Asset Education Partnership with DACFP
DACFP is the premier crypto education company established by Ric Edelman, founder of the nation's largest RIA and frequent winner of industry surveys.
Recent
Another Record-Breaking Year for RIA M&A Activity
As 2022 comes to a close, RIA merger and acquisition activity shows no sign of slowing down, achieving yet another milestone.
2022's Top 50 Fastest-Growing Financial Advisor Firms
The independent wealth management industry has grown significantly over the past decade and many financial advisors think it will continue to grow.
HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar
Addepar’s innovative software and data platform for wealth and investment managers is a proven leader in the space, with more than 800 clients.
Mariner Wealth Advisors Enhances Executive Services Capabilities with Acquisition of Hayes Financial, Inc.
Mariner Wealth Advisors announced it will acquire San Jose, CA based Hayes Financial, Inc. Mariner's eighth deal to close in 2022.
Barron’s Names Edelman Financial Engines America’s Top Independent Registered Investment Advisor for the Fifth Consecutive Year
Barron’s ranked RIAs based on a variety of qualitative and quantitative criteria, including assets under management and client retention.
Mercer Advisors Acquires Jordan Financial Strategies, LLC, Expanding Mercer Advisors' Denver Presence
Mercer Advisors announced the acquisition of Jordan Financial Strategies, LLC. Jordan, a respected wealth management firm located in Denver, Colorado.
