Mercer Acquires $1B, 22-Person Team with Tax Skills
Glass Jacobson will add further tax and accounting specialties to the national RIA, which has been steadily expanding its expertise in those areas.
Read MoreNews
-
-
How Advisors Are Redefining Practice Management in the Age of AI
Discover how advisors are transforming their tech stacks and teams to thrive in a future where AI and human insight work hand in hand.
Read More -
How Advisors Are Redefining Practice Management in the Age of AI
Discover how advisors are transforming their tech stacks and teams to thrive in a future where AI and human insight work hand in hand.
Read More -
Analyst: Commonwealth Attrition From LPL Slowing
Raymond James has been the biggest beneficiary of Commonwealth attrition so far, followed by Kestra and Cambridge Investment Research, according to Wolfe Research.
Read More -
Analyst: Commonwealth Attrition From LPL Slowing
Raymond James has been the biggest beneficiary of Commonwealth attrition so far, followed by Kestra and Cambridge Investment Research, according to Wolfe Research.
Read More -
Top Thrivent Wealth Management Executive Departs
Thrivent has confirmed that Christopher Osborne, vice president of wealth management, has left the Minneapolis-based financial services firm, but declined to provide a reason.
Read More -
Top Thrivent Wealth Management Executive Departs
Thrivent has confirmed that Christopher Osborne, vice president of wealth management, has left the Minneapolis-based financial services firm, but declined to provide a reason.
Read More -
Conquest Planning's Mark Evans Stepping Down as CEO
Chief Revenue Officer Brad Joudrie will move into the CEO role as Evans takes on executive chairmanship.
Read More -
Conquest Planning's Mark Evans Stepping Down as CEO
Chief Revenue Officer Brad Joudrie will move into the CEO role as Evans takes on executive chairmanship.
Read More -
9 Investment Must Reads for This Week (Dec. 2, 2025)
Morningstar looked at where tax-loss harvesting might still exist in portfolios. Vanguard reversed course and is now allowing trading of crypto ETFs on its platform. These are among the investment must-reads we found this week for financial advisors.
Read More -
9 Investment Must Reads for This Week (Dec. 2, 2025)
Morningstar looked at where tax-loss harvesting might still exist in portfolios. Vanguard reversed course and is now allowing trading of crypto ETFs on its platform. These are among the investment must-reads we found this week for financial advisors.
Read More -
Robo Advisor Wealthfront, Backers Seeking $485M in IPO
Wealthfront plans to market shares for $12 to $14 each, according to its filing on Tuesday with the SEC. It is offering 21.47 million shares, while some of its backers are offering 13.15 million shares.
Read More -
Robo Advisor Wealthfront, Backers Seeking $485M in IPO
Wealthfront plans to market shares for $12 to $14 each, according to its filing on Tuesday with the SEC. It is offering 21.47 million shares, while some of its backers are offering 13.15 million shares.
Read More -
The Hidden Flaw in Style Index Funds
Billions of dollars are being invested based on a flawed framework, resulting in significant performance drag.
Read More -
The Hidden Flaw in Style Index Funds
Billions of dollars are being invested based on a flawed framework, resulting in significant performance drag.
Read More -
Trump Commutes Sentence of GPB Capital Founder David Gentile
Gentile had reported to federal prison on Nov. 14 and spent less than two weeks there before Trump commuted his sentence.
Read More -
Trump Commutes Sentence of GPB Capital Founder David Gentile
Gentile had reported to federal prison on Nov. 14 and spent less than two weeks there before Trump commuted his sentence.
Read More -
RIA Edge Podcast: Hightower’s Evolution and the Launch of Signature Wealth with CEO Larry Restieri
How do leaders of wealth management firms balance advisor independence with the need for centralized efficiency? What does it take to build a platform that serves both traditional RIAs and advisors seeking a more integrated model?
Read More -
RIA Edge Podcast: Hightower’s Evolution and the Launch of Signature Wealth with CEO Larry Restieri
How do leaders of wealth management firms balance advisor independence with the need for centralized efficiency? What does it take to build a platform that serves both traditional RIAs and advisors seeking a more integrated model?
Read More -
Creative Planning Acquires $1B Maryland-Based RIA
The deal is Creative Planning’s 15th acquisition in two years and comes as it continues to integrate $250 billion SageView Advisory Group.
Read More
Have any Questions?
We're here to help. Send us an email or call us at +1 (585) 329-9661. Please feel free to contact our experts.
A donation will be made by Adviser First Partners to a Veterans organization on behalf of all financial professionals and firms that register each month
Contact UsSubscribe to our mailing list.
© 2025 Adviser First Partners. All Rights Reserved.
Web Design by eLink Design, Inc., a Kentucky Web Design company