Creative Planning, Mariner Wealth Top Candidates for RIA ‘Mega-merger’: Reports

The top contenders for an imminent “mega-merger” in the registered investment advisor firm space are Creative Planning, Mariner Wealth and Mercer Global Advisors, according to news reports. Industry executives tell Barron’s that a mega-merger in the industry will likely take place in the next one to three years. Savant Wealth Management Chief Executive Officer Brent […]

An RIA Megamerger Is Coming

By Charles Paikert A popular parlor game among wealth management executives is handicapping which two giant RIAs will reshape the industry by joining forces. Such a megamerger is likely to happen in the next 12 to 36 months, according to top industry executives surveyed by Barron’s Advisor. A combination of two of the largest wealth […]

Industry Veteran Glenda Pemble Joins WAGN as a Senior Consultant

WAGN welcomes Glenda Pemble as a Senior Consultant. Glenda was previously Vice President, Regional Director at Brinker Capital and brings 30 years of industry experience to WAGN. At WAGN, Glenda will consult with current clients and prospects to help them grow revenues, expand profit margins, and deliver better financial outcomes to high-net-worth families and business […]

The Cannon Curve – Episode 74: John Phoenix

For the September Cannon Curve, Phil is joined by a longtime personal and professional friend, John Phoenix, Founding Partner of Wealth Advisory Growth Network, President of AiK2 Insurance Services, He is a former Senior Sales Strategist with Envestnet and has owned and operated multiple RIA groups. Listen in to learn more about WAGN, advisor choice, […]

AiK2 Insurance Services Adds New Client Innovest Portfolio Solutions

Innovest, an investment firm overseeing $40B+ in client assets, chose AiK2 for business insurance MONTCLAIR, N.J.–(BUSINESS WIRE)–Today AiK2 Insurance Services (AiK2) announced the addition of a new client, Innovest Portfolio Solutions, a $40B+ AUA RIA headquartered in Denver, Colorado. AiK2 leveraged both its deep understanding of the RIA business along with its relationships with the […]

In Less Than One Year, AiK2 Insurance Services Exceeded $40B in AUM Covered

The AiK2 focus on efficiency, service, and cost is changing the way wealth managers insure their practices. MONTCLAIR, NJ, March 15, 2022 – Less than one year since launching its platform to make it easier for wealth/asset managers to buy business insurance and protect their firms, AiK2 Insurance Services (AiK2) now boasts a roster of […]

AiK2 Launches First-of-its-Kind Crypto Protection

New crypto endorsement allows financial advisors who offer crypto to their clients to have E&O coverage on those assets April 28, 2022 08:35 AM Eastern Daylight Time MONTCLAIR, N.J.–(BUSINESS WIRE)–AiK2 Insurance Services, in collaboration with the world’s foremost insurers, is proud to announce a first-of-its-kind crypto endorsement. This new offering will allow advisors who offer […]

Business Wire, Former Envestnet Executives partner with Merchant Investment Management to Launch Wealth Advisor Growth Network, September 9, 2019

NEW YORK–(BUSINESS WIRE)–John Phoenix and Jay Hummel, former senior executives at Envestnet, have partnered with Merchant Investment Management to launch Wealth Advisor Growth Network (WAGN). The company is focused on establishing new, optimizing existing, and growing independent wealth firms as well as key service provider companies. The company relies on the real-world experience and expertise […]