Independent Advisor

The acquisition accelerates the growth of Steward’s division for advisors seeking a succession plan.

The acquisition of O’Brien Wealth Partners gives Mercer a beachhead in New England.

The move reflects growing interest in crypto assets among wealth managers.

A 12-person team serving ultrawealthy families and entrepreneurs is launching its own advisory firm with the support of Jim Dickson’s accelerator.

A top Colorado advisor, Obermeyer built a $2.5 billion advisory firm in Aspen.

The acquisition of the Boston-based registered investment advisory firm will be a significant expansion of Osaic’s fee-only channel.

More than three-fifths of respondents to a new survey from Interactive Brokers said they were “confident” or “extremely confident” in their ability to grow their business in 2025.

Ralph Haberli comes from Capital Group and has extensive experience in the retirement and asset management sectors.

The addition of Buffington Mohr McNeal expands EP’s footprint in the West.

In its fourth deal of the year, Mariner adds a New York practice that provides complex services to wealthy clients, including those who made their money in professional sports.

The purchase of Full Sail Capital is Mercer’s sixth deal of the year, continuing an aggressive acquisition campaign.

Private-equity backed Arax is acquiring another firm that specializes in multigenerational wealth planning and alternative investments.

Hightower’s new CEO, longtime Goldman Sachs executive Larry Restieri, looks to strike a balance between streamlining the enterprise and letting advisors retain control over their businesses.

Gregg George, a founder of Crescent Grove Advisors, says the firm is doubling down on its organic-only growth strategy.

Employee stock ownership plans let business owners take their chips off the table while staying deeply involved in their firms.

HPS joins Charlesbank Capital Partners as a Lido backer.

The program aims to help advisors with about $50 million to $300 million in client assets launch and grow their own registered investment advisor firm.

The largest RIAs are increasingly turning to foreign investment funds to provide capital.

Thomas Kopelman built AllStreet Wealth using social media, and now helps other wealth managers with their social media strategy.

Lindbrook Capital maintains offices in southern California and New York, where it primarily serves high-net-worth clients.

CEO Dave Welling talks about what’s next for the Denver advisory firm, including a potential international expansion and prospects for a megamerger.

The agency says it is considering rescinding a Biden-era rule that advisors working as independent contractors warned would imperil their preferred business model.

Americana Partners is led by several former Morgan Stanley executives.

Summit Wealth Group decided to leave Commonwealth before the LPL acquisition was announced. More advisors could follow.

Those who excel at servicing clients, but dislike business development, could get stuck at one firm.