Farther Welcomes 26 New Advisors in Second Half of 2024, Surpasses $5 Billion AUM
FOR IMMEDIATE RELEASE January 9, 2025 Contact: [email protected] Ranked a Top Recruiter in 2024 by AdvisorHub, Farther Cements Its Reputation as…
Category: News
Father-Son Duo Bart and Alex Lewellyn Join LPL Financial
SAN DIEGO, Jan. 08, 2025 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that father and son financial advisors Bart Lewellyn and…
A Guide for Financial Advisors in 2025
This article gets into what moves wealth managers that want to improve their business can do in terms of marketing…
Wealth Enhancement Announces Acquisition of Danison & Associates, Inc., an Independent RIA with Over $82 Million in Client Assets
This partnership marks Wealth Enhancement’s fourth location in Ohio and brings the firm’s total client assets to more than $103 billion.…
Wealth Enhancement Group tops $103B in assets with Ohio acquisition
The RIA colossus adds to its still-growing national footprint with its fourth location in the state. It’s not Wealth Enhancement…
CAPTRUST Grows in Houston with Addition of Wealth Covenant Group
RALEIGH, N.C., Jan. 10, 2025 /PRNewswire/ – CAPTRUST Financial Advisors (CAPTRUST) today announced that Wealth Covenant Group (WCG) in Houston, TX has joined…
Battistelli Holland Wealth Management Group of Stifel named to Forbes’ Best-in-State Wealth Management Teams list for the second year
Stifel Financial Corp. (NYSE: SF) today announced that the Battistelli Holland Wealth Management Group of its Stifel, Nicolaus & Company,…
BKM Wealth Management Adds Tax Services
BKM Wealth Management BKM Wealth Management Welcomes Matthew Kabitzke, CPA, as Director of Tax Planning BROOKFIELD, WI, January 9, 2025…
How are family offices revolutionizing wealth management for India’s ultra-rich?
India’s 0.1% have a new concierge service for wealth management. Family offices (FOs) are now a must-have for ultra-HNIs worth…
EP Wealth Advisors Acquiring $1.6 Billion Advisory Firm Executive Wealth Management
EP Wealth Advisors – a leading fee-only registered investment adviser (RIA) with a growing national footprint – has announced the…