Firms such as Stratos Wealth remain "incredibly optimistic about M&A" for RIAs being driven by aging advisor demographics and private equity investments.

Tom Ruggie, CEO of Destiny Wealth Partners, has been a leader in wealth management for decades, but 2024 has been a standout ...

Stratos Wealth Partners began 2024 by recruiting former Osaic-affiliated Pettinelli Financial Partners of Redwood City, Calif., which has $700 million in client assets.

Stratos Wealth Holdings, ("Stratos"), announced that its three affiliated companies, Stratos Wealth Partners, Stratos Wealth Advisors and Stratos Wealth Management recruited a combined $3.5 billion in ...

Integrating Alpha Beta Gamma into Twenty Four Wealth expands client services to include retirement and estate planning, tax strategies, and investment management ...

DARIEN, Conn., March 12, 2025 /PRNewswire/ -- Twenty Four Wealth Management (affiliated with Stratos Wealth Partners, a Registered Investment Advisor and Stratos' hybrid platform associated with LPL ...

March 12, 2025 /PRNewswire/ -- Twenty Four Wealth Management (affiliated with Stratos Wealth Partners, a Registered Investment Advisor and Stratos' hybrid platform associated with LPL Financial ...

Partners Wealth Management has bought Johnston Carmichael Wealth, adding £855mn in assets. Following the deal, PWM, part of the 7IM group, now looks after combined assets totalling around £6bn ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...