Alex Ortolani
Senior Reporter at Wealth Management
Reporter for @PLANADVISER at ISS Media.
Articles
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1 week ago |
wealthmanagement.com | Alex Ortolani
American households became wealthier overall in 2024, but high-net-worth individuals with $5 million or more in assets did disproportionately well, according to new research from Boston-based Cerulli Associates. The financial insights and consulting firm noted that U.S. household wealth rose 16% year-over-year in 2024 to $90 trillion, which should be a good sign for financial advisors helping clients manage those investments through volatile markets in 2025.
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1 week ago |
wealthmanagement.com | Alex Ortolani
Pure Financial Advisors, a $8 billion RIA backed by Emigrant Partners, has made its second acquisition of the year and sixth in total by bringing on Fairhaven Wealth Management of Wheaton, Ill. The Chicago-area advisor was founded ten years ago by Marc Horner, who will join Pure Financial with his team and just under $900 million in client assets.
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1 week ago |
wealthmanagement.com | Alex Ortolani
San Diego-based LPL Financial, the country’s largest independent broker/dealer (set to grow further with its pending acquisition of Commonwealth), is deepening its leadership bench by creating a new tier of managers. LPL announced that five leaders would be promoted to the managing director level, while five other current managing directors would become group managing directors.
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1 week ago |
wealthmanagement.com | Alex Ortolani
Opal Wealth snags former Goldman VP to head growth; Cetera recruits former Osaic advisor; Bleakley details acquisitions with over $1 billion in assets. EP Wealth Acquires $385 Million AlphaMarkEP Wealth Advisors, the Torrance, Calif.-based fee-only registered investment advisor with $31 billion in assets, has made its fourth acquisition of the year with a Fort Wright, Ky.-based RIA called AlphaMark Advisors.
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1 week ago |
wealthmanagement.com | Alex Ortolani
Retirement plan advisor Shane Hanson’s Viserly hopes to overcome a long-standing growth impediment: Getting advisors the data they need to better connect workplace savers with broader wealth management services.
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Adviser Group Forecasts Federal, Private Plan “Battle” Over US Retirement System A government-led plan threatens private 401(k) industry, NAPA head tells national conference. A think tank proponent says the plan focuses on left-be…https://t.co/MPVPbh0CUR https://t.co/ntmPyF5xuk
