RIA Edge

RIA Edge Podcast 🎙️ Compound Planning's Alex Farman-Farmaian explains how AI-powered workflows and integrations enable advisors to serve clients more efficiently, while providing a better experience for clients. Listen >> spr.ly/6018h3Ayp

Deals & Moves 🤝 Wells Fargo FiNet, RIA Credent Wealth Add Advisors + Rothschild Wealth makes a deal for a Chicago-area RIA, Apollon Wealth adds a $200 million firm, and a Bluespring partner firm bulks up assets with a deal. spr.ly/6012CF5kY

RIA Edge Podcast 🎙️ Carnegie's Jordan Raniszeski details the strategic decisions behind the firm’s rapid growth following its transition to independence. Listen >> spr.ly/6011C47Kf

Merchant Investment Management, a New York-based private partnership that provides growth capital and other support to independent financial services firms, has hired Rich Policastro as managing director, to expand the firm’s network of service providers. spr.ly/601848DMI

Americana Partners, a Houston-based wealth management firm that is part of the @DynastyFP network, has brought on a team of advisors from the wirehouse channel its founders originally left. spr.ly/60132CnvH

Deals & Moves 🤝 Opal Wealth snags former Goldman #VP to head growth; @CeteraFinancial recruits former Osaic advisor; Bleakley details acquisitions with over $1 billion in assets. spr.ly/60142HXGe

Compound Planning, a self-described digital family office created via acquisition in 2023, has added seven advisors, including a four-person team with $1.2 billion in assets. spr.ly/6019LvHZJ

The acquisitions of Vinoble Group and Unionview Wealth Partners are the first under the new brand and bring the firm’s total client assets to $8.6 billion. spr.ly/6014LqzVu

@HightowerAdvsor dismissed its suit against Darren Reinig, although the fight is still pending in arbitration. spr.ly/6019LiKUx

On Thursday, it announced the addition of a digital solo 401(k) option for advisors working with self-employed clients. The product has been among the most requested by Betterment’s advisor pool, said Thomas Moore, head of @Betterment Advisor Solutions. spr.ly/6015LdFsH

Eric Hurkman, formerly of valuation software firm Carta, has joined Savvy to continue developing products for advisors and hiring more tech talent. spr.ly/6014LXj0y

Jeffrey Fuhrman, a former partner and president of Coastal Bridge Advisors, is named president soon after Bogart Wealth received outside capital. spr.ly/6017LpXiV

Elevation Point, an investment firm launched last year by former Sanctuary Wealth CEO Jim Dickson, has taken a 30% stake in Triton Wealth, an Aitkin, Minn.-based registered investment advisor with over $225 million in assets under management. spr.ly/6013LT9jv

Uptick Partners, a registered investment advisor platform launched by former Edward Jones advisors last year, has brought on its second advisor outside its founding members with a Little Rock, Ark.-based breakaway. spr.ly/6016LONNA

@EdelmanFE is adding Prime Capital Financial as a defendant in three ongoing lawsuits, accusing the firm of helping former Edelman advisors steal confidential information and soliciting former clients. spr.ly/6019I4g0T

After a five-year run of acquisitions under Bob Oros, the hiring of former AYCO exec Larry Restieri may signal a focus on integration and organic growth, according to industry observers. spr.ly/6013IltfX

Former First Republic executive Dave Breslin has been quietly building General Catalyst’s wealth business over the last year and change. Here’s a look inside the vision, approach and growth thus far. spr.ly/6018IpmDI

Kristen Larson has launched Minneapolis-based NewSpring Wealth Partners after nine years at UBS. spr.ly/6013IpepS

CEO Marty Bicknell says growing the mega-RIAs senior wealth advisor pool is a key priority. spr.ly/6013ITFX3

RIA Edge Nashville is your perfect opportunity to gain exposure ✅ The leaders of the biggest advisory firms will be there. Will you be joining them? Here’s a snapshot of some of the firms already confirmed to attend… Secure your place now >> spr.ly/6015xCQNb