3+ day, 10+ hour ago   (387+ words) Baird has added Jesse Wilson, AWM, CFP, as a director and financial advisor to its wealth management office in Chandler, Arizona. Wilson comes from Edelman Financial Engines, where he managed approximately $220 million in client assets, and brings more than 27 years…...

4+ day, 19+ hour ago   (497+ words) Beacon Pointe has given two women leaders a seat at the table of its leadership, announcing new C-suite positions as the firm looks to continue what's been one of the more notable growth stories in the RIA industry over the…...

1+ week, 4+ day ago   (619+ words) Gelfand, Rennert & Feldman, one of the largest business management and family office firms in the United States, has made its first move into the Canadian market, acquiring Burlington, Ontario-based Danyliw & Mann, Inc. and affiliated royalty management company BDM Royalty Management…...

1+ week, 5+ day ago   (497+ words) &Partners has added Crown Legacy Wealth, a Bellevue, Washington-based practice managing $838 million in prehire assets, marking the firm's 123rd advisor practice since its founding almost three years ago. The addition, announced late last week, extends a recruitment run that has made…...

2+ week, 3+ day ago   (565+ words) Two of the industry's largest independent broker-dealers announced advisor recruitment wins this week, with LPL Financial and Raymond James Financial Services together adding practices overseeing approximately $470 million in client assets. Pat Gilbert and James Gilbert, the father-son duo behind Preferred…...

2+ week, 4+ day ago   (464+ words) Mercer Advisors has acquired Columbus-based NorthAvenue Financial Advocates as the $110 billion mega-RIA seeks to continue growing its presence across the Ohio Valley region. NorthAvenue was founded in 2018 by Kristen Moosmiller, who has led her practice alongside fellow advisor Stephanie Bailey…...

2+ week, 5+ day ago   (305+ words) LPL Financial has recruited Conte Wealth Advisors, LLC, a Camp Hill, Pennsylvania-based firm managing approximately $1.6 billion in advisory, brokerage, and retirement plan assets, marking one of the larger team moves to hit the independent broker-dealer space this week. Conte Wealth…...

3+ week, 2+ day ago   (449+ words) Two teams managing a combined $590 million in client assets have moved to independent broker-dealer platforms, underscoring continued momentum in advisor recruiting at LPL Financial and Raymond James. Firstly, Paul McCutchen and Jarod Wesson, AAMS, have joined LPL Financial from Edward…...

3+ week, 2+ day ago   (528+ words) Osaic is extending its footprint in Iowa as a Cedar Rapids-based advisory firm departs Ameriprise to affiliate with one of its OSJs. Osaic announced Thursday that it has recruited IronGate Services, a Cedar Rapids, Iowa-based advisory firm managing roughly $367 million…...

3+ week, 2+ day ago   (472+ words) Carson Group has expanded its footprint in Atlanta, adding a $405 million advisory practice just days after it hired an industry veteran to help draw more advisor talent into its independent channel. The Omaha, Nebraska-based firm revealed Thursday that it has…...