Diana Britton
Managing Editor at Wealth Management
Managing Editor, https://t.co/v0JKpu40MR Host of Transparency with Diana B., a podcast about advisors' personal struggles and healing
Articles
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1 day ago |
wealthmanagement.com | Diana Britton
The five credit union wealth management programs join from CUSO Financial Services, part of Atria Wealth Solutions, which was acquired by LPL Financial last year. Osaic Institutions, the company’s broker/dealer entity that focuses on advisors at banks and credit unions, has added five credit union wealth management programs from CUSO Financial Services, part of Atria Wealth Solutions, which was acquired by LPL Financial last year.
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1 day ago |
wealthmanagement.com | Diana Britton
When Stacie Calder first joined the financial services industry, she pounded the pavement and quickly climbed the corporate ladder. But her rise came with a cost. In this episode of The Healthy Advisor Podcast, she opens up about the persona she adopted to fit a traditional mold of leadership, one that silenced her authentic voice in favor of external approval.
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2 days ago |
wealthmanagement.com | Diana Britton
The immediate benefits of the acquisition include single-stock support and tax optimization tools for advisors. Betterment has acquired Rowboat Advisors, a portfolio optimization software provider focusing on tax efficiency and direct indexing. The company will integrate Rowboat’s tech into Betterment Advisor Solutions, its RIA custodial platform, in the second half of 2025.
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2 days ago |
wealthmanagement.com | Diana Britton
The tech platform provider adds $230 million in Series G funding, which it will use primarily to provide liquidity to employee shareholders. Addepar, the technology platform provider to RIAs and wealth managers, has raised $230 million in its Series G funding round, which valued the company at $3.25 billion. The round was led by London-headquartered Vitruvian Partners and New York-based WestCap, a returning investor.
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1 week ago |
wealthmanagement.com | Diana Britton
The RIA has completed 101 deals since launching its M&A strategy in 2016. Mercer Global Advisors announced its first big M&A deal in 2016, when it merged with Houston-based Kanaly Trust, adding trust services to Mercer’s wealth management offerings. Since then, the Denver-headquartered RIA has completed 101 deals, with the acquisitions this week of Tufton Capital Management, a $810 million AUM RIA in Hunt Valley, Md., and Lewis Wealth Management, a Denver-based RIA with about $75 million in AUM.
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