North America
MAI Capital Management buys $570m California RIA
The full Summit team will remain in place after the acquisition completes
Financial planning | 15 Sep 25
Former Morgan Stanley adviser launches independent RIA
The firm is headquartered in Woodbury, Minnesota
Ritholtz Wealth Management partners with Altruist to expand access to advice
Ritholtz has built a tiered service model and Altruist will help it scale up this offering
Financial planning | 9 Sep 25
Advisers increase contact with clients amid US market volatility
54% of affluent US investors said their communication with their adviser has increased this year
EXCLUSIVE VIDEO: IA: In the Loop Episode 8 – Mark Sanderson, MD, Morningstar Wealth
This excellent interview is the lastest in IA’s podcast series IA: In The Loop