No Result
View All Result
SUBMIT YOUR ARTICLES
  • Login
Thursday, June 4, 2026
TheAdviserMagazine.com
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
No Result
View All Result
TheAdviserMagazine.com
No Result
View All Result
Home Financial Planning

Advisor Moves: NewEdge Wealth gets $6B team from Summit Trail

by TheAdviserMagazine
7 months ago
in Financial Planning
Reading Time: 1 min read
A A
Advisor Moves: NewEdge Wealth gets B team from Summit Trail
Share on FacebookShare on TwitterShare on LInkedIn



If wealth management slows down around the holidays, there was little evidence in industry recruiting and M&A announcements this week.

The large RIA NewEdge Wealth picked up a $6 billion team from an industry rival while Janney Montgomery Scott, Wells Fargo and Raymond James all pulled big teams from rivals. And Carson Group, Farther, Beacon Pointe and MAI Capital Management were back out on the M&A trail. Read about it below.



Source link

Tags: advisormovesNewEdgeSummitTeamtrailwealth
ShareTweetShare
Previous Post

9 Low-Priced High-Dividend Stocks Trading Under $10 Now

Next Post

It’s Time To Rethink Service Desk Success

Related Posts

edit post
11 Ways to Lower Your Cell Phone Bill

11 Ways to Lower Your Cell Phone Bill

by TheAdviserMagazine
June 3, 2026
0

The average American spends nearly $1,300 – $1,400 per year on their cellphone plan. If you look at your own...

edit post
8 Free (or Cheap) Doughnut Deals for June 5

8 Free (or Cheap) Doughnut Deals for June 5

by TheAdviserMagazine
June 3, 2026
0

Pamela de la Fuente is a managing editor of NerdWallet's personal finance content. She leads budgeting, money-making, consumer credit and...

edit post
CFPs, asset managers spar over DOL’s 401(k) rule

CFPs, asset managers spar over DOL’s 401(k) rule

by TheAdviserMagazine
June 3, 2026
0

CFPs have come out swinging against a rule that would allow alternative assets in 401(k)s, according to comments submitted to...

edit post
Amid IPO fever, advisors deliver reality check to clients

Amid IPO fever, advisors deliver reality check to clients

by TheAdviserMagazine
June 3, 2026
0

Scott Bishop of Presidio Wealth Partners says he knew some clients would be so eager to get in on AI...

edit post
*HOT* Inflatable Stand Up Paddle Board as low as .87 shipped! {New Colors Added}

*HOT* Inflatable Stand Up Paddle Board as low as $78.87 shipped! {New Colors Added}

by TheAdviserMagazine
June 3, 2026
0

Home » Deals » *HOT* Inflatable Stand Up Paddle Board as low as $78.87 shipped! {New Colors Added} Published: by...

edit post
Why Every Indian Business Needs a UPI Payment Gateway in 2026

Why Every Indian Business Needs a UPI Payment Gateway in 2026

by TheAdviserMagazine
June 3, 2026
0

Based on info given by the National Payments Corp of India (NPCI), the Unified Payments Interface (UPI) saw big growth...

Next Post
edit post
It’s Time To Rethink Service Desk Success

It's Time To Rethink Service Desk Success

edit post
10 Thrift Store Finds You Can Turn Into One-of-a-Kind Gifts

10 Thrift Store Finds You Can Turn Into One-of-a-Kind Gifts

  • Trending
  • Comments
  • Latest
edit post
Supreme Court Delivers More Bad Redistricting News for Democrats

Supreme Court Delivers More Bad Redistricting News for Democrats

May 19, 2026
edit post
From Maine to Michigan, Democrats Are Making Communism Great Again

From Maine to Michigan, Democrats Are Making Communism Great Again

May 16, 2026
edit post
Minnesota Wealth Tax | Intangible Personal Property Tax

Minnesota Wealth Tax | Intangible Personal Property Tax

May 6, 2026
edit post
It’s Time To Talk About Massie

It’s Time To Talk About Massie

May 23, 2026
edit post
Red Snapper Used as Cudgel by Fed Judge

Red Snapper Used as Cudgel by Fed Judge

May 31, 2026
edit post
10 Cheapest High Dividend Stocks With P/E Ratios Under 10

10 Cheapest High Dividend Stocks With P/E Ratios Under 10

April 13, 2026
edit post
American Men Not at Work

American Men Not at Work

0
edit post
Bitcoin to slump to new lows after recent sell-off, traders predict

Bitcoin to slump to new lows after recent sell-off, traders predict

0
edit post
Alpha Tau teams with Tolmar on lucrative prostate cancer deal

Alpha Tau teams with Tolmar on lucrative prostate cancer deal

0
edit post
When Trade Payables Become Debt

When Trade Payables Become Debt

0
edit post
Why Turkey Matters More Than People Realize

Why Turkey Matters More Than People Realize

0
edit post
11 Ways to Lower Your Cell Phone Bill

11 Ways to Lower Your Cell Phone Bill

0
edit post
Community Clashes Over Strategy’s First Bitcoin Sale in 4 Years as MSTR Craters 7%

Community Clashes Over Strategy’s First Bitcoin Sale in 4 Years as MSTR Craters 7%

June 4, 2026
edit post
Why Turkey Matters More Than People Realize

Why Turkey Matters More Than People Realize

June 4, 2026
edit post
Oil Price Today (June 4): Crude oil slips as Israel-Lebanon ceasefire fuels Iran war peace hopes. What’s next?

Oil Price Today (June 4): Crude oil slips as Israel-Lebanon ceasefire fuels Iran war peace hopes. What’s next?

June 3, 2026
edit post
Bonsai Social Joins York IE Labs to Redefine Professional Networking Through AI-Powered Relationship Intelligence.

Bonsai Social Joins York IE Labs to Redefine Professional Networking Through AI-Powered Relationship Intelligence.

June 3, 2026
edit post
Israel’s Tax Authority ‘Disappointed’ in Voluntary Crypto Disclosures: Report

Israel’s Tax Authority ‘Disappointed’ in Voluntary Crypto Disclosures: Report

June 3, 2026
edit post
11 Ways to Lower Your Cell Phone Bill

11 Ways to Lower Your Cell Phone Bill

June 3, 2026
The Adviser Magazine

The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.

CATEGORIES

  • 401k Plans
  • Business
  • College
  • Cryptocurrency
  • Economy
  • Estate Plans
  • Financial Planning
  • Investing
  • IRS & Taxes
  • Legal
  • Market Analysis
  • Markets
  • Medicare
  • Money
  • Personal Finance
  • Social Security
  • Startups
  • Stock Market
  • Trading

LATEST UPDATES

  • Community Clashes Over Strategy’s First Bitcoin Sale in 4 Years as MSTR Craters 7%
  • Why Turkey Matters More Than People Realize
  • Oil Price Today (June 4): Crude oil slips as Israel-Lebanon ceasefire fuels Iran war peace hopes. What’s next?
  • Our Great Privacy Policy
  • Terms of Use, Legal Notices & Disclosures
  • Contact us
  • About Us

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.

Welcome Back!

Login to your account below

Forgotten Password?

Retrieve your password

Please enter your username or email address to reset your password.

Log In
No Result
View All Result
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.