Among other most-read wealth management articles this week: ...
Colorado Springs RIA Summit Wealth Group hired Seamus O'Brien for advisor success and Chelsea Ganey as CIO to support growth ...
EY America’s Ugur Hamaloglu says the investment required means the technology has to drive client acquisition, engagement, ...
For wealth management professionals, 2025 saw record M&A deal volume for registered investment advisor firms, further ...
The latest conversions add more than $20 billion in assets collectively to the mega-RIAs recently launched brand aimed ...
CHICAGO, Jan. 2, 2026 /PRNewswire/ -- Genesis Wealth, a leading wealth management platform and non-OSJ branch office within LPL Financial, today announced it added two senior financial advisors from ...
Mariner acquires two firms with $1.8B in assets while Apella adds PBMares wealth division worth $1.7B to reach nearly $10B ...
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Summit Wealth Group Strengthens Leadership Team with Strategic Hires to Support Next Phase of Growth
Summit Wealth Group ("Summit"), a growing registered investment advisor serving individuals and families nationwide, today announced two senior leadership appointments that position the firm to ...
While 2025 was a transformative year in wealth management, further implementation of AI tools into technology stacks means ...
Acquisitions of First National Advisors and Strava Wealth enhance Mariner's presence in Greater Boston and Pittsburgh while ...
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