Veteran Atlanta advisors Margaret Wright and Bradley Martin are building MartinWright Advisory around institutional-grade portfolios, next-gen tech and a plan to sell the firm to other advisors.

Bluespring also secured its eighth acquisition for 2025, a $1.4 billion Kestra affiliate firm, while $609B behemoth Mariner extended its West Coast footprint.

"AssetMark to acquire Efficient Advisors to expand RIA footprint" was originally created and published by Private Banker ...

The AI-powered deal consultancy's new Buyer Portal promises to cut wasted time and mismatched deals, putting transparency and ...

Uptick supports the launch of Coppertree Financial Planning, a $100 million practice out of Edward Jones, and a team of breakaways from an RIA in Kansas City, with $275 million.

Alaris Acquisitions, a leading sell-side M&A consultancy for the wealth management industry, today announced the launch of its Buyer Portal, a first-of-its-kind digital hub where ...

Mariner has acquired Defined Financial Planning, a San Rafael, Calif.-based registered investment adviser with about $164 million in assets under advisement, according to a press release.

In further expanding its national footprint, AssetMark Financial Holdings on Friday announced its intention to acquire Efficient Advisors, LLC, an asset management platform with $3 billion in client ...

Heritage Grocers Group (“Heritage” or “HGG”) , one of the leading Hispanic food retailers in the country, has partnered with Ria Money Transfer , a global leader in the cross-border money transfer ...

The fragility of world security is unmatched since World War Two, requiring willingness to compromise to avoid a new global conflict, Russia's RIA agency cited Sergei Naryshkin, head of Russia's SVR ...