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Summit Adds $1.9B Breakaway Team from Merrill Lynch

RIA Edge
 
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RIA Edge Newsletter

JUNE 11, 2024

RIA News

Summit Adds $1.9B Breakaway Team from Merrill Lynch

Diana Britton

SRM Private Wealth represents the 11th team to join Summit this year. It will use Goldman Sachs for custody.

FULL ARTICLE

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Merchant Looks to Double Its Balance Sheet as It Nears First Canadian Deal

Diana Britton

Merchant expects to double its network of RIAs over the next two to three years, as it continues to expand globally.

FULL ARTICLE

WMIQ RESEARCH REPORT

Client Cash: Mapping an Underexplored Opportunity

In partnership with Flourish

Ninety-two percent of advisors report that their clients have expressed interest in HYSAs.

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Lido Completes First Deal Since Constellation Investment

Diana Britton

The acquisition of Shore Morgan Young, an RIA with over $615 million in client assets, gives Lido a foothold in the Silicon Heartland.

FULL ARTICLE

Cresset Adds $1.6B Family Office, Boosts AUM Above $52B

Patrick Donachie

The firm is acquiring the Michigan-based Connable Group, one of the country's oldest family offices.

FULL ARTICLE

RESOURCE CENTER

The RIA Edge 100: Growth by Design, Not by Default

Sponsored by Schwab Advisor Services

Wealth Management IQ and ISS Market Intelligences’ Discovery Data have compiled a list of RIAs growing fast while keeping sight of their priorities: the client experience and the sustainability of the business.

LEARN MORE

What's In My Model Portfolio

Johnson Financial Group: Rules-Based Rebalancing and Phasing Out Cash

Diana Britton

JFG’s CIO Dominic Ceci discusses the $10 billion RIA’s rules-based rebalancing approach, the opportunity he sees in reinsurance, and the decision to phase out the cash allocation over the next year.

FULL ARTICLE

What's In My Wealthstack

StraightLine Group: Customizing The Tech Stack For Clients In Retirement

Rob Burgess

Chief Growth Officer Rob Rickey discusses the modifications the $1.1 billion AUM firm has made to serve its clientele.

FULL ARTICLE

WEBINAR

Bonds Take Center Stage: The Fixed Income Outlook and Multi-Sector Opportunities

Sponsored by Amundi US

Join us on Thursday, June 20, to explore high-quality bond opportunities amid volatile US interest rates and discover compelling strategies for your portfolio.

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Commentary

BUSINESS PLANNING

A Strategic Approach to Asset Splitting Among RIA Custodians

Matt Sonnen

An RIA’s level of satisfaction with a custodian is directly correlated with the proportion of assets held with them.

FULL ARTICLE
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