An advisor quartet managing $300 million also joined an indie practice within Ameriprise, while Commonwealth Financial ...

Disbennett Wealth Management Group has earned back-to-back recognition as Ohio’s top financial planning firm by Ohio Business Magazine.

The departure of Jim Chiate and Tony Guinane marks another loss of experienced U.S. advisors by the Swiss bank after it made changes to advisor compensation. The acquisition is the third of the year ...

Also, Independent Financial Partners secures a $700M team from Commonwealth/LPL, and NewEdge Capital names a new CEO.

Kyle McBurney, Managing Partner at Highland Peak Wealth, expressed enthusiasm for the firm’s expanding leadership team.

This year, 60 RIAs made the cut. See the firms that advisors say excel in culture, leadership and the benefits that matter ...

Firm already manages over $5 billion for clients living beyond the U.S., and CEO Peter Mallouk says demand in the UK, ...

Creative Planning acquires Marshall Financial Group; Prudential Advisors welcomes Raymond James adviser team; South Carolina ...

Some ag lenders are helping young producers and beginning farmers develop stronger financial skills so they can make more ...

Creative Planning has acquired Marshall Financial Group, an established RIA in Doylestown, Pa., with more than $900 million in assets under management. The financial terms of the deal were not ...

Earlier this month, the Overland Park, Kansas-based Creative Planning acquired Burt Wealth, a North Bethesda, Md.-based RIA managing approximately $1 billion in client assets. It marked Creative ...

In the news release, Creative Planning Acquires Marshall Financial Group, Grows AUM by $900 Million, issued 09-Dec-2025 by Creative Planning, LLC over PR Newswire, we are advised by the company that ...