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RIA Edge Roundup: Fieldpoint Launches Private Banking Solution

Mercer acquired two firms this week and Mariner, Waverly and Kestra all added one, while Fieldpoint launched a private baking solution for RIAs.

United statesAl iskandariyahGee howardRob bartensteinDavid toveyAlan thomsonZachary hayesFrank mooreRuss hollandJack mccloskeyJosh reidingerJohne howardEdward jonesKestra private wealth servicesResource planning group in atlantaFieldpoint private launches advisor banking services platform

PE-Backed Waverly Advisors Acquires Wall Advisors

Wall Advisors' team will join Waverly, with H. Lee Wall, president and founder, assuming the role of regional director.

Josh reidingerWall advisors incWealth partners capital groupWall titusWaverly advisorsWall advisor

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