Listen to Adria Meehan Siewert, senior vice president and financial advisor at Wealth Enhancement Group, as she explains how they are prioritizing technology, investing in secure client portals ...

Join Kevin Meehan, regional president at Wealth Enhancement Group, as he shares how the firm pursues growth through both organic and inorganic strategies. While inorganic growth helps establish a ...

Sequoia Financial Group, an Akron, Ohio-headquartered registered investment advisor with more than $15 billion in assets under management, has launched a family office division, Sequoia Sentinel ...

The citizenship/residence-by-investment space has exploded in the past decade. High-net-worth individuals looking to acquire attractive foreign passports or relocate ...

As more wealth is shifting to women in the U.S., there is an incredible opportunity to engage this growing audience and build long-lasting client relationships. Join Athene’s Patti Hausherr ...

NewEdge Wealth, a Connecticut-based $4.4 billion registered investment advisor specializing in ultra-high-net-worth clients, has appointed chartered financial analyst Cameron Dawson to direct ...

Adviser Investments, a Boston-based registered investment advisor owned by private equity firm Summit Partners, is acquiring Ropes Wealth Advisors from global law firm Ropes & Gray in a deal ...

Merger and acquisition activity seemed to slow a bit in the RIA space this week, but some deals got done and growth hires were made. Hightower facilitated a merger, Wealth Enhancement Group ...

Following on a week in which at least 15 deals were announced, the second week of August proved to be relatively slow in the RIA mergers and acquisitions market. CI Financial announced three ...

A team of 14 financial advisors and support staff in New York City has launched its own registered investment advisor, Matauro, partnering with Dynasty Financial Partners. The team, which oversees ...

(Bloomberg) --A family office founded by Jim Simons’s son-in-law has registered as an investment adviser with more than $3 billion of gross assets. Mark Heising runs Medley Partners for ...

This year has already set new records for mergers and acquisitions activity in the registered investment advisor space, with 269 total transactions completed so far in 2024, according to data ...