In the latest RIA deals and moves, Strategic Blueprint and DayMark add new teams while Lido acquires an $870M RIA and a father-son duo join Kestra.

Bleakley Financial Group, a hybrid registered investment advisor backed by Joe Duran’s Rise Growth Partners, has added Ray Sclafani, the founder and CEO of ClientWise, an executive coaching firm for ...

The first day of the annual Morningstar Investment Conference in Chicago this week showcased executives from two of the largest asset managers in the nation, providing insights into where the firms ...

Commonwealth Financial Network, which penned a deal in March to be acquired by LPL Financial, has added Patrick Funke & Associates, a Phoenix-based team with about $430 million in client assets. The ...

Envestnet, which went private in a sale to Bain Capital last year, announced plans to sell Yodlee, the financial data aggregation subsidiary, to STG, a Menlo Park, Calif.-based private equity firm.

In addition, Carson Group fully acquires a Florida-based partner firm, and Arbor Financial adds an advisor who had managed $600 million at Advisors Capital Management.

Wealthfront is signaling to regulators that it intends to go public, according to the firm. The company announced Monday that it had confidentially submitted a draft form S-1 to the Securities and ...

Investor interest in digital assets might be growing, but concerns about the security and regulatory uncertainty around the asset class mean that Bitcoin and crypto ETFs remain the most likely avenues ...

Carson Group is launching a tax strategy program for advisors, seeded through its acquisition of Taylor Financial, a Franklin Lakes, N.J.-based wealth management firm with about $385 million in ...

The top SMA managers of the the decade, per Informa Investment Solutions’ PSN Top Gun awards.

Merriman Wealth Management, a Seattle-based registered investment advisor with approximately $4.16 billion in assets, has signed an agreement to merge into Focus Partners Wealth, the newly ...

Hightower said it has acquired an undisclosed ownership stake in Frontier Investment Management, a $3.3 billion RIA based in Dallas, the firm's third and largest deal this year.