Finance News
What My 22-Year-Old Niece Taught Me About the Future of Wealth Management
The tax code may be complicated, but it's got nothing on TikTok slang.
By NB
Nov 19, 2023
Maya Joelson Joins Savvy Advisors from Perigon Wealth Management
Joining as a founding managing partner and global investment strategist, Joelson brings an impressive resume to the nascent, tech-centric advisory platform.
By NB
Nov 19, 2023
Osaic Consolidation Drives Record Recruiting
Executives say Osaic's new name and consolidation drove a 240% increase in its recruited assets in the third quarter over a year ago.
By NB
Nov 19, 2023
RIA Roundup: Carson Wealth Adds Locations in Georgia, Montana
It was another busy week for M&A in the RIA space, with no less than 10 firms announcing deals, representing close to $8 billion in transacted assets.
By NB
Nov 19, 2023