Jennifer Read and Terri Steele join Cetera from Osaic SAN DIEGO, Jan. 9, 2025 /PRNewswire/ — Cetera Financial Group, the …
Wealth managers reject bearish arguments as S&P goes for ‘three-peat’
Don’t expect a third banner year in a row for stocks in 2025, but don’t bet on a bearish victory …
First Ascent Founder Scott MacKillop Departs GeoWealth
Scott MacKillop, who sold his pioneering flat-fee turnkey asset management platform First Ascent Asset Management to GeoWealth in 2023 and continued …
Bison Wealth takes ‘next natural step’ to form $3B firm
Merger of two operating companies positions the Atlanta-based RIA for its next phase of continued rapid growth. Bison Holdings has …
$440M Father-Son Team Joins Raymond James From Morgan Stanley
An Oklahoma-based team managing over $440 million in client assets is moving from Morgan Stanley to Raymond James. Advisors John …
Cerity Acquires $4.1B Boston RIA
Cerity Partners, a New York-headquartered registered investment advisor with $120 billion in assets under management, has purchased Prio Wealth, a Boston-based wealth …
Northwestern Mutual Quadruples its Showing on Forbes Annual List of America’s Top Advisory Teams
MILWAUKEE, Jan. 9, 2025 /PRNewswire/ — Northwestern Mutual announced today that 174 of the company’s firms have been named to …
Cerity Partners gets boost in Boston with Prio Wealth merger
adminUpdated on Leave a Comment on Cerity Partners gets boost in Boston with Prio Wealth merger3 min readThe independent wealth giant’s latest move in New England gives it an additional $4.1 billion in assets along with a …
Bison Holdings Announces Merger of Bison Wealth and Bison Advisors
Bison Wealth and Bison Advisors are merging to become a more powerful player in the wealth management space ATLANTA, Jan. …
Financial advisor confidence plummets after election
After shattering records the month before, financial advisor confidence levels in January have plummeted to pre-election levels. That’s the overall …