Main Street Financial Solutions, a Newtown, Pa.-based RIA with $2.5 billion in client assets, has launched a three-person RIA of former wirehouse and broker/dealer employees based in Malvern, Pa., ...

Microsoft recently released a report on the jobs most likely to be replaced by artificial intelligence, and personal financial advisors landed at No. 30 on the list of 40, with a high AI applicability ...

Carson Group, the $45 billion registered investment advisor based in Omaha, Neb., is leaning into its “practitioner-led” advice model with a new division focused on providing holistic services to its ...

Authorities arrested a Florida man for allegedly swindling over $600,000 from 11 investors, according to New York Attorney General Letitia James. James claimed Marc Henry Menard’s three-year ...

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.

Creative Planning, the mega-registered investment advisor based in Overland Park, Kan., has acquired a team in Hawaii overseeing $430 million in client assets. Mosaic Pacific, founded in 2014 ...

Sanctuary CTO Robert Coppola discusses the firm’s approach to building a central wealth stack while providing alternate options for its advisor teams.

The Mather Group acquires Pillar Wealth Management, Great Diamond Partners adds $125M advisor, Aspiriant names six new partners, and more industry moves.

In a roundup of news regarding alternative investments, Hamilton Lane launches a new venture capital fund, Goldman Sachs goes live with its custom model portfolios and Venturi Private Wealth taps ...

Deals & Moves: Savant Adds RIA with Tax Services; Mariner Snags $325M Firm In addition, Cetera’s RIA TRPG brings on three advisors overseeing $180 million, while LPL picks up an advisor who had ...

In the latest RIA deals and moves, Strategic Blueprint and DayMark add new teams while Lido acquires an $870M RIA and a father-son duo join Kestra.

Adero Partners CIO Greg Warner says his evidence-based approach creates the highest probability of success.