RIA News

The California RIA will acquire Cedar Brook Group, a Cleveland firm with $2 billion in assets.

Nathanson, Focus' president and CEO of The Colony Group, takes over for interim CEO Dan Glaser.

Chief Revenue Officer Mike Goss will replace Wetzel at the end of next week.

The money is flowing to the managers offering lower fees.

Before joining Avantax, acquired by Cetera last year, Michael Molnar spent time as a strategy consultant, equity analyst, successful investor, CPA and dealmaker.

Lynch Retirement Investment Group brings WEG to almost $82 billion and adds a fourth Maryland office.

Daniel Applegarth and Eric Vrba are the latest additions to the C-suite as Carson Group shakes up leadership.

Former leaders at Goldman Sachs, Fidelity, Creative Planning and Wealth Enhancement Group have joined to accelerate the firm's growth as a new multicustodial platform for independent advisors.

Chase R. Crump, a former professional baseball player, has joined the NFLPA Registered Player Financial Advisor program.

Financial advisors continued to be more optimistic about the stock market than the broader economy in March, according to Wealthmanagement.com’s Advisor Sentiment Index.