Financial advisor confidence plummets after election
After shattering records the month before, financial advisor confidence levels in January have plummeted to pre-election levels. That’s the overall…
Category: News
Bison Holdings Announces Merger of Bison Wealth and Bison Advisors
Bison Wealth and Bison Advisors are merging to become a more powerful player in the wealth management space ATLANTA, Jan.…
Cerity Acquires $4.1B Boston RIA
Cerity Partners, a New York-headquartered registered investment advisor with $103 billion in assets under management, has purchased Prio Wealth, a Boston-based…
Security and Estate Planning: New Considerations for UHNW Families
The shooting of Brian Thompson, the UnitedHealthcare CEO, on December 4, 2024, has prompted security advisors to rethink security considerations…
Best-In-State Wealth Management Teams 2025
Forbes Why use a wealth advisor just to invest money? Everyday wealth advisors seek to add value for the families…
This Women-Led $350 Million LPL Financial Team Uses Structured Products For Downside Protection
The team at SageMint Wealth. Big Hype Marketing Team Name: SageMint Wealth Firm: LPL Financial Senior Members: Anh Tran, Ray…
Mariner Acquires $292B Institutional Consulting Firm
Mariner Wealth Advisors has struck a deal to add $292 billion in assets under advisement and about 40 employees to…
Noise Is Your Biggest Enemy, According To This $1.8 Billion Merrill Lynch Team
Laurella, Roundy & Associates Courtesy of Merrill Wealth Management Team Name: Laurella, Roundy & Associates Firm: Merrill Wealth Management Senior…
Dallas-Based UBS Team Managing $1.5 Billion Specializes In Covering Clients Going Through Transformational Life Events
The team at C2 Advisors Courtesy of UBS Private Wealth Management Team Name: C2 Advisors Firm: UBS Private Wealth Management…
$1.2 Billion Morgan Stanley Team Thinks Dividend Investing Could Be Myopic
The Chen Group. Courtesy of Morgan Stanley Private Wealth Management Team Name: The Chen Group Firm: Morgan Stanley Private Wealth…