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March 2023

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

Pennsylvania Business: NewEdge Capital Group Grew in 2022

WealthManagement.com: RIA Aggregators Shift from Buyer to Seller

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