Savvy Advisors crosses $1B milestone to close 2024
Ritik Malhotra, founder and CEO of Savvy Wealth. Founder and CEO hails industry-beating growth record, sealed by final four advisor…
Category: News
Cetera Welcomes Advisors with $255 Million in Combined AUA to Cetera Advisors
Jennifer Read and Terri Steele join Cetera from Osaic SAN DIEGO, Jan. 9, 2025 /PRNewswire/ — Cetera Financial Group, the…
List: Financial Advisors – NJBIZ
Listen to this article New Jersey’s financial services sector spans firms from startups to institutions with more than a century…
Focus Hub SCS Financial Names New National Wealth Management Head
SCS Financial, a central “hub” in Focus Financial Partners’ ongoing consolidation strategy, has named Adrienne Penta as its new national…
Wealth managers reject bearish arguments as S&P goes for ‘three-peat’
Don’t expect a third banner year in a row for stocks in 2025, but don’t bet on a bearish victory…
First Ascent Founder Scott MacKillop Departs GeoWealth
Scott MacKillop, who sold his pioneering flat-fee turnkey asset management platform First Ascent Asset Management to GeoWealth in 2023 and continued…
Bison Wealth takes ‘next natural step’ to form $3B firm
Merger of two operating companies positions the Atlanta-based RIA for its next phase of continued rapid growth. Bison Holdings has…
$440M Father-Son Team Joins Raymond James From Morgan Stanley
An Oklahoma-based team managing over $440 million in client assets is moving from Morgan Stanley to Raymond James. Advisors John…
Cerity Partners gets boost in Boston with Prio Wealth merger
The independent wealth giant’s latest move in New England gives it an additional $4.1 billion in assets along with a…
Northwestern Mutual Quadruples its Showing on Forbes Annual List of America’s Top Advisory Teams
MILWAUKEE, Jan. 9, 2025 /PRNewswire/ — Northwestern Mutual announced today that 174 of the company’s firms have been named to…