RIA Edge Roundup: $12.6B+ in Assets on the Move
Registered investment advisors announced several deals this week, picking up fresh capital and switching broker/dealers. Here’s a look at more than $12.6 billion in client assets on the move as…
Wealthcare Starts The New Year With The Acquisition of Sommers Financial Management
WEST CHESTER, Pa., Jan. 12, 2023 /PRNewswire/ — Wealthcare Advisory Associates LLC (“Wealthcare” or the “Firm”), a technological innovation-enabled whole-company RIA that supports impartial economic advisors and a NewSpring Holdings…
Best-In-State Wealth Management Teams 2023
Forbes/Shook Finest-In-State Prosperity Management Groups Forbes Why use a prosperity advisor just to commit revenue? Daily wealth advisors look for to increase benefit for the people they serve—in turn, cultivating…
Citigroup to launch search for new wealth-management chief
U.S. Lender wealth management senior vice president Lisa Erickson claims a quantity of macro indicators show slowing tendencies into the new 12 months. Citigroup Inc. is shuffling the leadership of…
DCG Confirms Shutdown of Wealth Management Subsidiary HQ
Electronic Currency Group (DCG), the crypto conglomerate that owns beleaguered crypto broker Genesis and electronic asset supervisor Grayscale, confirmed Thursday that it is shuttering HQ, its prosperity management division, as…
$5.7B RIA Parallel gets investment from Golden Gate
After approximately doubling in measurement in less than three several years, a significant registered financial investment advisor has a new non-public equity backer and a new asset management arm. San…












