3+ day, 5+ hour ago   (824+ words) The Merger Of WFA And Volare Wealth Advisors Creates A 16-Person Team With Offices In Multiple Markets. RFG Advisory on Wednesday announced that WFA and Volare Wealth Advisors had merged to form WFA Volare, a wealth management firm managing over…...

4+ day, 8+ hour ago   (803+ words) The Firm Teams With Advisor/Author Cary Carbonaro To Launch The Women & Wealth Masterclass That Trains Financial Planners To Better Serve Female Clients. Amplified Planning announced on Wednesday that it teamed up with Cary Carbonaro, Managing Advisor at Ashton Thomas…...

1+ week, 4+ day ago   (814+ words) What You Need To Know About The MMI Annual Conference, Investments & Wealth Experience And Morningstar Investment Conference Wealth management professionals can choose from a long list of conferences. Few, however, have the time or budget to attend every useful event....

1+ week, 4+ day ago   (757+ words) In The Firm’s Second Purchase Of 2026, BSW Wealth Partners Brings 19 Team Members And Will Rebrand To Sequoia Financial Akron, Ohio-based Sequoia Financial Group announced Tuesday that it acquired BSW Wealth Partners, a Colorado-based RIA managing about $2.3 billion in client assets…...

1+ week, 5+ day ago   (306+ words) New Group Adds Estate, Tax And Advanced Planning Support Across Sowell And Cache River Platforms Mitigating clients’ tax burdens is an important feature of APG. The tax overlay discipline will be overseen by JR Quraishi, Sowell’s Director of Tax Planning,…...

1+ week, 5+ day ago   (741+ words) Sierra Ridge Advisor Group Will Launch Its Own RIA On Cetera’s Blueprint Platform As Part Of National Expansion. Cetera Financial Group announced Monday that Sierra Ridge Advisor Group, a Roseville, California-based investment practice with about 40 advisors overseeing approximately $2.1 billion in…...

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   (726+ words) Nearly 40 Alternative Asset Managers Introduced New Strategies On The CAIS Alts Platform Over The Last 6 Months, It Says. New York City-based alternative investments specialist CAIS announced Wednesday that almost 40 new and existing alternative asset managers introduced strategies on the CAIS…...

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…...