RIA Edge Podcast: How WealthCrossing Grew From an EY Spinout to a $1.5B RIA

Published on June 9, 2026

WealthCrossing’s Andrea Broughton explains the firm’s approach to financial planning and tax strategy, its recent rebrand, talent development, growth initiatives, estate planning and its evaluation of emerging technologies.

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AlphaCore Adds a $1B Colorado-based RIA Elk River

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Constellation-backed Alphacore continues to scale in Colorado with the acquisition of Elk River Wealth Management.

Managing the Disconnect Between High Markets and Consumer Worry

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There is an old adage that the stock market climbs a wall of worry, which describes its ability to keep rising even amid negative economic news or events. This defies logic, yet I have watched it prove true time after time.