RIA Edge @RIA__Edge
RIA Edge will provide exclusive M&A, marketing and client acquisition strategies from the most influential players in the RIA ecosystem. informaconnect.com/edge/the-edge-… Joined October 2021-
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Merchant Investment Management, a New York-based private partnership that provides growth capital and other support to independent financial services firms, has hired Rich Policastro as managing director, to expand the firm’s network of service providers. spr.ly/601848DMI
Americana Partners, a Houston-based wealth management firm that is part of the @DynastyFP network, has brought on a team of advisors from the wirehouse channel its founders originally left. spr.ly/60132CnvH
Deals & Moves 🤝 Opal Wealth snags former Goldman #VP to head growth; @CeteraFinancial recruits former Osaic advisor; Bleakley details acquisitions with over $1 billion in assets. spr.ly/60142HXGe
Compound Planning, a self-described digital family office created via acquisition in 2023, has added seven advisors, including a four-person team with $1.2 billion in assets. spr.ly/6019LvHZJ
The acquisitions of Vinoble Group and Unionview Wealth Partners are the first under the new brand and bring the firm’s total client assets to $8.6 billion. spr.ly/6014LqzVu
On Thursday, it announced the addition of a digital solo 401(k) option for advisors working with self-employed clients. The product has been among the most requested by Betterment’s advisor pool, said Thomas Moore, head of @Betterment Advisor Solutions. spr.ly/6015LdFsH
Eric Hurkman, formerly of valuation software firm Carta, has joined Savvy to continue developing products for advisors and hiring more tech talent. spr.ly/6014LXj0y
Jeffrey Fuhrman, a former partner and president of Coastal Bridge Advisors, is named president soon after Bogart Wealth received outside capital. spr.ly/6017LpXiV
Elevation Point, an investment firm launched last year by former Sanctuary Wealth CEO Jim Dickson, has taken a 30% stake in Triton Wealth, an Aitkin, Minn.-based registered investment advisor with over $225 million in assets under management. spr.ly/6013LT9jv
Uptick Partners, a registered investment advisor platform launched by former Edward Jones advisors last year, has brought on its second advisor outside its founding members with a Little Rock, Ark.-based breakaway. spr.ly/6016LONNA
After a five-year run of acquisitions under Bob Oros, the hiring of former AYCO exec Larry Restieri may signal a focus on integration and organic growth, according to industry observers. spr.ly/6013IltfX
Former First Republic executive Dave Breslin has been quietly building General Catalyst’s wealth business over the last year and change. Here’s a look inside the vision, approach and growth thus far. spr.ly/6018IpmDI
Kristen Larson has launched Minneapolis-based NewSpring Wealth Partners after nine years at UBS. spr.ly/6013IpepS
CEO Marty Bicknell says growing the mega-RIAs senior wealth advisor pool is a key priority. spr.ly/6013ITFX3
RIA Edge Nashville is your perfect opportunity to gain exposure ✅ The leaders of the biggest advisory firms will be there. Will you be joining them? Here’s a snapshot of some of the firms already confirmed to attend… Secure your place now >> spr.ly/6015xCQNb
Linda Bready, president of advisory software development firm CleverCX, has launched a consulting business focused on helping advisory firms navigate mergers and acquisitions, both before and after a deal. spr.ly/6014IKMuO
Deals & Moves 🤝 @CeteraFinancial acquires a $250 million New York-based RIA; Corient snags an ultra-high-net-worth Pittsburgh advisory; and two Arizona-based advisors seek independence by moving to @LPL's RIA platform. spr.ly/6012I1if0
Jarrod Biebel, a former Raymond James advisor, has created TrekNorth Investment Management in the Denver area, while James Horn, a former Edelman advisor with two offices in upstate New York, has founded Matterhorn Private Wealth. spr.ly/6015x79s7
Bigger is better only when growth is good. Jeff Nash | contributor for @wealth_mgmt spr.ly/6018xNWf2
Denver-based Mercer Global Advisors announces acquisition of Financial Partners Group, expanding its presence in Nashville metro area. spr.ly/6017xFQqh
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Beacon Pointe @BeaconPointeRIA
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AdvisorHub @advisorhubinc
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