Range, an RIA managing about $700 million, currently employs roughly 25 financial advisors, but CEO Fahad Hassan says, "over the next one to three years, our plan is to eliminate our own advisor base, ...

Wealth technology provider OneVest and Merit Financial Advisors have announced a strategic partnership aimed at supporting ...

In addition, J.C. Flowers commits $200 million to launch RIA investor Accelerated Wealth Partners; Wealth Enhancement ...

OneVest debuts its agentic wealth operating system and forms strategic partnership with Merit Financial Advisors ...

Financial Planning Department, a women-led advisory team in Long Beach, Calif., managing about $352 million in client assets, has joined giant Arizona broker-dealer Osaic from Commonwealth Financial ...

RIA aggregator Carson Group, of Omaha, Neb., has fully acquired ZeroCelsius Wealth Studio, a partner practice in New London, N.H., that oversees about $134 million in assets under management.

A local registered investment adviser has scooped up a Massachusetts wealth management firm in a multibillion-dollar deal.

OneVest, a leading provider of modern wealth management technology, and Merit Financial Advisors ("Merit"), a premier national wealth management firm, today announced a strategic partnership designed ...

Learn effective strategies to locate and select a financial advisor in your area ...

What began as Transition to RIA founder Brad Wales' informal collection of large firms' division names and account types could turn into a collaborative industry glossary.

Long known for supporting independent advisors, the company’s next phase of growth depends on expanding its ranks of W-2 advisors.