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RIA Roundup: Avantax Adds 2 Firms, $450M in Assets

Wealthspire expanded into Denver, Hightower supported the acquisition of Trellis, and Apollon, Kestra PWS and Steward onboarded new advisors.

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Modern Wealth Management Appoints Shad Besikof, Danny Henneghan, Casey Harrison to Partnership Development Team

Modern Wealth Management Appoints Shad Besikof, Danny Henneghan, Casey Harrison to Partnership Development Team
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US in the news: CI Financial sells 20% stake in wealth business

US in the news: CI Financial sells 20% stake in wealth business
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Retirement Industry People Moves

Voya expands workplace solutions team with Ritter, Bandani; new RIA Modern Wealth brings on two Goldman VPs; Drennan moves from parent Hightower to Fairpoint Wealth; and more.

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RIA Roundup: DayMark Wealth Partners Doubles AUM with Wells Fargo Grab

Ex-Goldman Sachs execs are joining a new RIA, Hightower's investing in a $1 billion Wash.-based RIA, and Captrust is acquiring a $538 million firm.

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