InvestmentNews

2 days ago | investmentnews.com | Bruce Kelly

Sure, LPL Financial Holdings' $2.7 billion purchase this year of rival Commonwealth Financial Network has grabbed plenty of headlines. But it turns out the staff at LPL has been plenty busy quietly buying the practices of much smaller firms, with an annual war chest in the neighborhood of $800 million to do so, according to one analyst.

2 days ago | investmentnews.com | Leo Almazora

Coldstream Wealth Management, Perigon Wealth Management, and Parallel Advisors have made moves in the West Coast, with each RIA announcing developments that bolster their client service capabilities and talent infrastructure. Coldstream welcomes Cable Hill Partners Coldstream Wealth Management, a Seattle-based RIA with more than $10 billion in client assets, has joined forces with Cable Hill Partners, a Portland, Oregon-based firm overseeing approximately $2 billion.

3 days ago | investmentnews.com | Leo Almazora

Just over six months have gone by since Eddie Brown began his tenure as chief growth officer at Pathstone. And according to the newest member of the Englewood, New Jersey-headquartered RIA, the decision to transition over from the RIA custody business has been well worth it. "It has been an incredible first six months," says Brown, who referred to his first half-year as "kind of an intentional sprint" in an interview with InvestmentNews.

3 days ago | investmentnews.com | Leo Almazora

Financial planners are increasing their use of alternative investments amid growing uncertainty around economic conditions and market stability, according to new research from the Journal of Financial Planning and the Financial Planning Association. The 2025 Trends in Investing Survey, conducted from March 23 to May 4 and based on responses from 195 planners, found a marked uptick in allocations to nontraditional assets.

3 days ago | investmentnews.com | Leo Almazora

Two tech and advisory-focused firms are expanding their leadership teams with new appointments aimed at improving operations and client service amid ongoing demand from advisory firms. Raymond James alum joins Future Capital's C-suite Future Capital has named Hannah Wilson as chief operating officer, tasking the former investment banking director with strengthening the firm’s internal operations and advisor-facing infrastructure.