Advisor recruiting climbed to its strongest pace in nearly two years, while CEO Richard Steinmeier said the firm has "cleared the decks" for bigger institutional deals.
Median RIA assets rose 14.5% while client rosters grew barely 2%, according to a new analysis of SEC filing data.
The combinations involving MirrorWeb and AdvisorRankings illustrate how AI is reshaping both wealth firm operations and wealthtech platforms' business models.
Cerulli projects a surge in advisor-held private capital even as liquidity concerns persist and interval funds gain ground.
New 5-in-1 onboarding tool aims to cut subscription paperwork as advisor demand for private markets accelerates.
The California-based veteran advisors are joining RayJay's employee advisor channel as billion-dollar-plus moves continue to reshape the independent channel in 2026.
With over 50 years of collective industry experience, Torrance Chaplin and Sean Marrin are stepping in as community leaders at Cetera Investors and RIA Network.
The mega-RIA and the digital family office are making separate AI platform launches as the broader industry doubles down on the technology.
Wealth management M&A is on track for its busiest year yet, with serial acquirers and private equity capital pushing deal volume toward 500 transactions in 2026.
The family office's latest West Coast hire continues a year of aggressive recruiting that has added billions in assets across four US offices.
