April 2025

The right financial adviser can help you navigate a shaky economy. We rank the top firms.

NewEdge Advisors Welcomes $1.4 Billion Destin Team

March 2025

The Nature Of Organic And Inorganic Growth In 2025 

January 2025

The Challenges of Running an Independent RIA

October 2023

Citywire RIA: 16 more Goldman PFM advisors flee to various RIAs

Digital Wealth News: How Robust Tech Stacks Can Support Recruiting of Wirehouse Breakaway Advisors

Financial Advisor Magazine: Advantage Goes To Advisors

Financial Advisor Magazine: NewEdge Advisors Recruits Jacksonville, Fla., Firm

PLANADVISER: NewEdge Advisors Adds Riverside Wealth Partners of Florida

Wealth Solutions Report: Recruitment Roundup: Equitable, Rockefeller, Morgan Stanley And More

September 2023

Wealth Solutions Report: ECHELON Partners Deals & Dealmakers Summit: Video Q&A Roundup

WealthManagement.com: Breaking Away to an RIA: Opportunities and Obstacles

WealthManagement.com: Rising Stars of the Year Honorees

WealthManagement.com: The Custodians Are Coming

WealthManagement.com: WealthManagement.com Recognizes Top Companies, Execs at 2023 Industry Awards

August 2023

Financial Planning: How to recruit and retain financial advisor talent in a tough labor market 

March 2023

Digital Wealth News: NewEdge Capital Group Reports Adding $4.38 Billion in AUA Throughout 2022

Financial Advisor Magazine: Selling Advisors Need To Do More Due Diligence In Partial-Equity Deals

Pennsylvania Business: NewEdge Capital Group Grew in 2022

WealthManagement.com: RIA Aggregators Shift from Buyer to Seller

Wealth Solutions Report: Transitions, Transactions & Promotions: First Republic, NewEdge And LaSalle St. 

Finanical Planning: Clients bolting First Republic test wealth advisors’ staying power 

February 2023

Barron’s: Hybrid RIA NewEdge Advisors Launches Employee Model

Financial Advisor: NewEdge Advisors Adds New Affiliation Model For Advisors

Financial Advisor IQ: NewEdge Advisors Rolls out Employee Affiliation Model

InvestmentNews: NewEdge Advisors rolls out employee affiliation model

InvestmentNews: Rising rates, falling revenue will dramatically change RIA M&A activity in 2023

PLANADVISER: Investment Service and Product Launches

WealthManagement.com: NewEdge Advisors Hatches Unique Strategy to Fuel Acquisition Pipeline

WealthManagement.com: RIA Roundup: Mariner Wealth Advisors Acquires Arizona Tax Practice

Wealth Solutions Report: Could The JP Morgan Lawsuit Happen In Our Industry?

January 2023

InvestmentNews: Retirees skipping meals to stretch plummeting savings, survey says

Wealth Solutions Report: Recruitment Roundup: Commonwealth, Rockefeller, Cerity And Our New Recruiter Of The Month

Wealth Solutions Report: Top M&A And Recruiting Predictions For 2023

Wealth Solutions Report: WSR Recognizes Top 5 FA Recruiting Firms

December 2022

FinancialPlanning: The biggest transitions by independent brokerages this year

InvestmentNews: Retirement worries rise with volatility in 2022, F&G survey shows

November 2022

Citywire: People Moves: PE-backed RIA names prez, Dynasty adds investment exec

Digital Wealth News: NewEdge Advisors Appoints Former LPL Recruiting Leader President

Financial Advisor: NewEdge Advisors Names New President

PLANADVISER: Retirement Industry People Moves

ThinkAdvisor: The Top 15 RIA Firms in America: Forbes, 2022

Wealth Solutions Report: NewEdge Advisors Appoints Former LPL EVP Steve Pirigyi As President, Jeff Cutler Becomes Chief Experience Officer

October 2022

Forbes: America’s Top RIA Firms

Forbes: Former UBS Advisor With $30 Billion Says Avoiding Icebergs Is The Key To Happy Clients

WealthManagement.com: NewEdge Advisors Onboards Seven New Teams in Q3