Janet Levaux

Rockefeller Global Family Office, the wealth management unit of Rockefeller Capital Management, says that the 16-person group DiMedio Wealth Partners has joined it in Newtown, Pennsylvania.

The firm's advisor headcount stands at 10,358, which is up 110 from last year but down 25 from the second quarter.

CogniCor, which makes digital assistants and business automation platforms based on artificial intelligence, has launched Wealth Co-Pilot to help

What You Need To Know Americana Partners works with about $8.5 billion in assets under management and is based in Houston.

RIA Mariner Wealth Advisors says asset manager Neuberger Berman has made a large minority investment in the firm.

What You Need To Know The firm, now led by Rich Steinmeier, had $1.6 trillion of assets and 23,686 financial advisors as of Sept. 30.

ThinkAdvisor's Luminaries awards program honors the firms and individuals making a transformative impact on the wealth management industry and the profession of financial advice.

John Thiel, the former Merrill Lynch Wealth Management head, is launching an independent RIA in the first quarter of 2025, he announced Monday on LinkedIn.

Most of the 11 largest publicly traded broker-dealers posted year-over-year profit growth in the third quarter of 2024, with just four reporting declining earnings — the same tally as in the prior quarter.

The Securities and Exchange Commission says Chair Gary Gensler will leave his post on Jan. 20, when Donald Trump will begin his second term as president.