Financial Advisor Blog - Page 20 - Financial Advisor Transitions

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Mesirow Expands Alternate Investment Platform with Bastion Management Ac...

January 20th, 2025

Chicago-based financial services firm Mesirow has acquired Bastion Management, a private credit manager specializing in asset-backed lending.

Financial Advisors Shift Focus to Private Markets in 2025

January 17th, 2025

A recent survey conducted by Blackstone reveals that financial advisors plan to increase client exposure to private markets in 2025, highlighting a...

Edward Jones Exceeds Growth Goals

January 16th, 2025

According to a recent filing, Edward D. Jones & Co. surpassed its 2024 growth target, increasing headcount by 5 percent.

Benjamin F. Edwards Reaches Milestone with 100 Branches Across 34 States

January 15th, 2025

Benjamin F. Edwards, a multigenerational wealth management firm rooted in St. Louis, Missouri, has reached a major milestone, now operating 100 bra...

Mariner Acquires Cardinal Investment Advisors, Doubling Assts Under Advi...

January 14th, 2025

As reported by ThinkAdvisor, Mariner Wealth Advisors announced its acquisition of Cardinal Investment Advisors, a move that will add $292 billion i...

AmeriFlex Group Achieves Record Growth in 2024

January 13th, 2025

The AmeriFlex Group, a hybrid Registered Investment Adviser (RIA), concluded 2024 with a record-breaking $3.4 billion increase in assets under admi...

Indivisible Partners Makes First Advisor Hire with $640 Million in Clien...

January 10th, 2025

Indivisible Partners, a registered investment advisory firm established by former Merrill Lynch executives, has welcomed its first advisors since i...

Carson Group Acquires $1 Billion Partner Practice in Strategic Successio...

January 9th, 2025

Carson Group, one of the nation's leading registered investment advisors (RIAs), has acquired a $1 billion practice led by industry veteran Russ Ni...

Are Basis Points the New Tax on Financial Advisors?

January 8th, 2025

According to WealthManagement, many financial advisors feel trapped in a system where basis points (bps) increase their costs without a correspondi...

Alternative Investments Reach $109.4 Billion in 2024 as Investors Shift ...

January 7th, 2025

Alternative investment fundraising surged to $109.4 billion through November 2024, according to Robert A. Stanger & Company Inc.

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Ameriprise CEO Warns Competitors May be Overpaying to Recruit Advisors

November 7th, 2025

Ameriprise CEO James Cracchiolo questioned how long rival firms can sustain what he described as "very high prices" to attract financial advisors, ...

RIA Mergers Surge to Record Levels as Lower Rates and Private Equity Dri...

November 6th, 2025

Registered investment advisor (RIA) merger and acquisition activity has reached historic levels in 2025, with 273 transactions year-to-date.

Tharimmune Secures $540 Million in Private Placement to Support Canton N...

November 5th, 2025

Tharimmune, Inc. announced that it has entered into subscription agreements with institutional and accredited investors for a private placement off...

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