1+ week, 5+ day ago   (152+ words) Wealth Strategies Financial Group’s Mike Amine Discusses Independence, Team Development And Inclusion With Laurie Stack Sierra Ridge Advisor Group Will Launch Its Own RIA On Cetera’s Blueprint Platform As Part Of National Expansion. Osaic’s Shannon Reid Discusses Leadership, Advisor Retention…...

1+ week, 5+ day ago   (1069+ words) Acquisitions By Vanguard And Summit; Investments By Constellation, Vistria And FTV; Credit Facility Expansion By Steward Partners; Recruiting By LPL, Raymond James And Cresset; Partnership Between Brookwood And Amplify; Appointment By LPL; And Research By Fidelity. Vanguard entered into a…...

3+ week, 2+ day ago   (427+ words) Independent Wealth Management Platform Sees 27% Growth Rate Since 2025 Las Vegas-based hybrid RIA and wealth management platform The Wealth Consulting Group (WCG) announced that its assets under advisement have reached $12.1 billion. In the past 18 months, the firm said, it has onboarded…...

3+ week, 3+ day ago   (350+ words) The Deal Is Stratos’ 12th Since SEI Invested In The Firm Beachwood, Ohio-based Stratos Wealth Enterprises announced the acquisition of RPI Financial Life Planners in Naperville, Illinois. RPI, which oversees approximately $400 million in client assets, will continue to operate under the…...

3+ week, 3+ day ago   (464+ words) The TAG Invest Platform Aims To Provide Portfolio Customization At Scale Glen Allen, Virginia-based TAG Advisors announced that TAG Invest, its in-house asset management platform, has crossed the $2 billion mark in assets under management (AUM), an increase of more than…...