Finding Your Perfect M&A Dance PartnerFinding Your Perfect M&A Dance Partner Guiding advisors through practice transitions with expertise and support.

Where accessibility meets exceptional broker-dealer support.Business Acquisition Without Missing a BeatBusiness Acquisition Without Missing a Beat Advisors find broker-dealer excellence through ...

Practice Transition Made Simple Small advisor finds big support in United Planners' family culture.

JB Birney, owner of JBirney Financial, shares how family connections and collaboration in wealth management provides access to diverse perspectives. Teaming with industry experts like United ...

Seamless Succession: A Partnership StorySeamless Succession: A Partnership Story How strategic partnerships facilitate advisor transitions and continuity.

S&P DJI-linked mid- and small-cap ETFs underperform peers due to smaller-cap tilt. Market cap ranges and stock holdings explain performance differences.

This week, Ameriprise, Cetera and LPL poach from competitors, NewEdge acquires a firm in Nebraska, and Bluespring adds to its LifeBridge RIA with a Texas-based team.

Bill Dalton, Head of RIA Custody Sales at Goldman Sachs, discusses their transformative custody business, boutique services for high-net-worth clients, innovative solutions for advisors including ...

In this week’s advisor deals and moves, Carson Wealth snags a $608M firm, RIA holding company Aspen acquires its third firm, and a $580M RIA joins Sanctuary’s independent partner channel.

At Nitrogen’s 2024 Fearless Investing Summit, Adam Holt, CEO and founder of Asset-Map Holdings, discussed the accelerating $83 trillion generational wealth transfer.

How the Fearless Fund case may impact race-based philanthropic programs.

The first terms of President Joe Biden and Donald Trump provide an idea about how they may manage the economy and how financial markets may react.