Wealthmanagement Email Newsletter: Ex-Raymond James Advisor Launches $1B RIA (August 13, 2024)


	AUGUST 13, 2024

RIA News


	Former Raymond James Advisor Launches $1B AUM RIA

Crux Wealth Advisors, founded by advisor Travis Alexander, is planning a multi-phase transition and it will use BNY Pershing for custody.


	Summit Acquires Meeder’s $400M Wealth Management Arm

Summit is making the majority investment alongside Merchant Investment Management, its backer.


	Abacus Life Acquires $600M Asset Manager FCF Advisors

The company will now focus on its RIA acquisition strategy in the latter part of this year.


	Former United Capital Advisor Joins Ashton Thomas

Cary Carbonaro joins Ashton Thomas as a managing wealth advisor and Women and Wealth Ambassador for the firm.


	$3.7B Journey Strategic Wealth Adds $200M Team from LPL

MDL Wealth represents the eighth team to join Journey since its inception and establishes its presence in the Tampa area.


	CV Advisors Brings on $800M Advisor From Valor

The addition of Ari Hadida, who joins from Valor Advisors, is part of CV’s strategy of building a single-family office at scale.

Commentary


	Advice for the Next Generation of Advisors, Including My Son

Seven ways to succeed in this business.


	Finny and the Great AdvisorTech Acceleration

Our columnist sees the future of wealthtech in a small band of young entrepreneurs solving the “lead generation” problem.


	Should You and a Non-Partner Colleague Transition Together?

Many factors—professional and interpersonal—influence whether you are better served exploring together or alone.

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Ex-Raymond James Advisor Launches $1B RIA

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