Doctors worried measles will 'spread like wildfire' after spring break
Doctors worried measles will 'spread like wildfire' after spring break
Doctors worried measles will 'spread like wildfire' after spring break
Knoxville News Sentinel
February 17, 2026
With spring break travel set to rise, health officials warn that measles outbreaks in neighboring states could reach Tennessee, where vaccination rates remain below the 95% herd immunity threshold. Local data and expert insight reveal who is most at risk, the potential public health and economic imp
Knoxville News Sentinel
February 17, 2026
With spring break travel set to rise, health officials warn that measles outbreaks in neighboring states could reach Tennessee, where vaccination rates remain below the 95% herd immunity threshold. Local data and expert insight reveal who is most at risk, the potential public health and economic impact of a single case, and how immunization gaps in Knox County schools could allow the virus to spread.
EP Wealth adds ex-Captrust integration director to M&A team
Doctors worried measles will 'spread like wildfire' after spring break
Doctors worried measles will 'spread like wildfire' after spring break
Citywire USA
July 2, 2025
This story reports on Torrance-based RIA EP Wealth Advisors’ hiring of Margaret Jarocki as head of partnership integration, a key role supporting the firm’s M&A team. The piece covers how her appointment strengthens EP Wealth’s growing acquisition strategy and ensures smooth transitions for new partners as the firm expands its $32.6 billion client base.
Apella acquires $207m Washington, D.C. RIA
Doctors worried measles will 'spread like wildfire' after spring break
Former City National Rochdale exec joins Northern Trust as president
Citywire USA
July 1, 2025
This story reports on West Hartford-based RIA Apella Wealth’s acquisition of Independence Wealth Advisors, expanding the firm’s presence in the Washington, D.C. area. It covers how the deal fits into Apella’s strategic hub-and-spoke growth model and adds a new partner to strengthen client services.
Former City National Rochdale exec joins Northern Trust as president
Former City National Rochdale exec joins Northern Trust as president
Former City National Rochdale exec joins Northern Trust as president
Citywire USA
June 30, 2025
Abel Montañez has joined Northern Trust Wealth Management as regional president for the Western U.S., succeeding a longtime executive. He will oversee investment, advisory, and estate planning services, strengthening Northern Trust’s wealth management operations across the region.
Citizens Private Wealth adds $1.5bn NYC wealth team
Former City National Rochdale exec joins Northern Trust as president
Ex-John Furey lieutenant joins Missouri RIA as M&A head
Citywire USA
June 30, 2025
The addition of a New York City advisory team managing roughly $1.5 billion in client assets marks another step in Citizens Private Wealth’s expansion in the region. The article examines how the move fits into Citizens’ broader strategy to grow its private wealth and commercial banking divisions by recruiting experienced advisory teams in key markets.
Ex-John Furey lieutenant joins Missouri RIA as M&A head
Former City National Rochdale exec joins Northern Trust as president
Ex-John Furey lieutenant joins Missouri RIA as M&A head
Citywire USA
June 26, 2025
Strengthening its leadership as it scales, Parkwoods Wealth Partners has appointed Kevin Reilly as chief financial officer and head of M&A. The story examines how Reilly’s background in investment banking and RIA deal advisory supports the Missouri-based firm’s succession-focused acquisition strategy and continued national expansion.
Merit adds $365m Wisconsin RIA
Apella Wealth enters Midwest with $574m Iowa RIA buy
Apella Wealth enters Midwest with $574m Iowa RIA buy
Citywire USA
June 26, 2025
Continuing an aggressive expansion strategy in the Midwest, Merit Financial Advisors has acquired Wisconsin-based AMP Wealth Management, adding roughly $365m in client assets and further extending its footprint in the region. The transaction underscores the firm’s sustained acquisition pace and its focus on partne
Citywire USA
June 26, 2025
Continuing an aggressive expansion strategy in the Midwest, Merit Financial Advisors has acquired Wisconsin-based AMP Wealth Management, adding roughly $365m in client assets and further extending its footprint in the region. The transaction underscores the firm’s sustained acquisition pace and its focus on partnering with culturally aligned RIAs as it builds scale nationwide.
Apella Wealth enters Midwest with $574m Iowa RIA buy
Apella Wealth enters Midwest with $574m Iowa RIA buy
Apella Wealth enters Midwest with $574m Iowa RIA buy
Citywire USA
June 24, 2025
This story looks at Apella Wealth’s entry into the Midwest through its acquisition of Iron Horse Wealth Management, a move that adds $574m in assets and establishes the firm’s first office in the region.
AI planning startup Quinn raises $11m in seed round
Apella Wealth enters Midwest with $574m Iowa RIA buy
Conquest Planning raises $80m in Series B round led by Goldman Sachs
Citywire USA
June 24, 2025
Quinn, an AI-powered financial planning platform, has raised $11m in a seed funding round led by Viola FinTech. The capital will help the startup expand its team and grow its platform, which embeds in wealth managers’ systems to provide AI-driven planning and advice.
Conquest Planning raises $80m in Series B round led by Goldman Sachs
Conquest Planning raises $80m in Series B round led by Goldman Sachs
Conquest Planning raises $80m in Series B round led by Goldman Sachs
Citywire USA
June 23, 2025
Conquest Planning, a Canadian AI-powered financial planning platform, has raised CAD$110m (roughly $80m) in a Series B round led by Goldman Sachs’ Growth Equity. The funding will support the firm’s expansion in the US and UK and build on its platform, which now serves over 1,000 financial institutions.
$1.8bn CapWealth adds ex-CPA exec as EVP of wealth
Conquest Planning raises $80m in Series B round led by Goldman Sachs
Discount brokerage Siebert stakes digital wealth platform FusionIQ
Citywire USA
June 18, 2025
This story covers CapWealth Advisors’ leadership expansion, with the Franklin, Tenn.-based RIA managing $1.8bn in client assets appointing Blake Harrison — formerly a tax division leader at Tennessee CPA firm LBMC — as its new executive vice president of wealth management. The role was created to support the firm’
Citywire USA
June 18, 2025
This story covers CapWealth Advisors’ leadership expansion, with the Franklin, Tenn.-based RIA managing $1.8bn in client assets appointing Blake Harrison — formerly a tax division leader at Tennessee CPA firm LBMC — as its new executive vice president of wealth management. The role was created to support the firm’s growth and advisory services, following the company’s 2022 legal victory over the SEC regarding 12b-1 fees.
Discount brokerage Siebert stakes digital wealth platform FusionIQ
Conquest Planning raises $80m in Series B round led by Goldman Sachs
Discount brokerage Siebert stakes digital wealth platform FusionIQ
Citywire USA
June 11, 2025
Siebert Financial is boosting its digital capabilities with a strategic investment in wealth platform FusionIQ, aiming to expand its online and hybrid client offerings. The deal lets Siebert integrate FusionIQ’s technology across its business, including credit unions and banks, as part of broader efforts to modernize and future-proof the firm.
Lido Advisors acquires $830m Michigan RIA
Now at PE firm, ex-Wealth Enhancement CMO joins $11.3bn RIA as strategic advisor
OneSeven CEO talks growth aspirations, teases $1.5bn deal
Citywire USA
June 10, 2025
Lido Advisors has acquired Michigan-based Exchange Capital Management, adding $830m in client assets and all 13 of the firm’s employees to its roster. The deal comes after Lido sold a minority stake to HPS Investment Partners, which is set to be acquired by BlackRock later this year.
OneSeven CEO talks growth aspirations, teases $1.5bn deal
Now at PE firm, ex-Wealth Enhancement CMO joins $11.3bn RIA as strategic advisor
OneSeven CEO talks growth aspirations, teases $1.5bn deal
Citywire USA
June 9, 2025
This piece covers OneSeven CEO Todd Resnick’s growth plans, including a $1.5bn advisor acquisition expected in July. The Cleveland-area RIA, which manages about $6bn in assets, is onboarding new teams, expanding its leadership and launching a coaching program to support advisor development and long-term growth.
Now at PE firm, ex-Wealth Enhancement CMO joins $11.3bn RIA as strategic advisor
Now at PE firm, ex-Wealth Enhancement CMO joins $11.3bn RIA as strategic advisor
Now at PE firm, ex-Wealth Enhancement CMO joins $11.3bn RIA as strategic advisor
Citywire USA
June 5, 2025
This story reports John Wernz joining Santa Barbara-based Mission Wealth as a partner and strategic advisor. The ex-CMO of Wealth Enhancement, now affiliated with PE firm Great Hill Partners, will help Mission, which manages $11.3bn in assets, expand marketing and organic growth channels while retaining his role at Great Hill.
EP Wealth acquires $900m Idaho RIA
Finding your ‘home away from home’ at the Student Engagement Fair
Now at PE firm, ex-Wealth Enhancement CMO joins $11.3bn RIA as strategic advisor
Citywire USA
June 5, 2025
EP Wealth Advisors has added Boise, Idaho-based Buffington Mohr McNeal to its network, bringing roughly $900m in client assets and marking its first office in the state. The private equity-backed RIA, which manages $32.6bn across 54 offices, has completed multiple acquisitions in 2025 and plans to continue growin
Citywire USA
June 5, 2025
EP Wealth Advisors has added Boise, Idaho-based Buffington Mohr McNeal to its network, bringing roughly $900m in client assets and marking its first office in the state. The private equity-backed RIA, which manages $32.6bn across 54 offices, has completed multiple acquisitions in 2025 and plans to continue growing nationally, focusing on client-centric firms that align with its planning-first approach.
$16bn Merit enters Utah market with RIA buy
Finding your ‘home away from home’ at the Student Engagement Fair
Finding your ‘home away from home’ at the Student Engagement Fair
Citywire USA
June 3, 2025
This story covers Atlanta-based wealth management firm Merit Financial Advisors’ acquisition of Utah-based RCM Investments, marking the company’s first office in the state and adding $281 million in assets. It highlights Merit’s strategic expansion and the integration of RCM’s principals into its national growth as a registered investment adviser.
Finding your ‘home away from home’ at the Student Engagement Fair
Finding your ‘home away from home’ at the Student Engagement Fair
Finding your ‘home away from home’ at the Student Engagement Fair
The Daily Beacon
August 21, 2024
The Student Engagement Fair, hosted annually by the Center for Student Engagement, introduces University of Tennessee students to the wide variety of campus clubs and organizations available. Through interviews with students and CSE staff, the story highlights how participation in these groups fosters commun
The Daily Beacon
August 21, 2024
The Student Engagement Fair, hosted annually by the Center for Student Engagement, introduces University of Tennessee students to the wide variety of campus clubs and organizations available. Through interviews with students and CSE staff, the story highlights how participation in these groups fosters community, leadership development and a sense of belonging on campus.