Meanwhile in Florida, Raymond James welcomed a multigenerational advisor group from Stifel, while Merrill reeled in Morgan Stanley advisors in the Chicago North and Nashville markets.
Even as the SEC takes a special interest, most advisors lack the tools to evaluate single-asset continuation vehicles, says Opto's Head of Investment Management Matthew Malone.
VanEck is leaning on Allocate's operating platform to bring a private markets offering to financial advisors in weeks, not months.
The Omaha-based RIA's second Hanover office deepens its US expansion as industry dealmaking hits a record clip in 2026.
The two alternative-investment platforms' new financing – coming from Blue Owl, Carlyle, Franklin Templeton and other big-name backers – signals deepening advisor demand for private-market access.
Eighty-five percent of firms now call AI their top compliance concern, up 28 points from 2025, new industry survey shows
A first-of-its-kind credential for advisors arrives just as new data show donor-advised funds driving record charitable grantmaking nationwide.
Orion and RFG Advisory tackle account-opening delays with new updates as custodial integrations reshape how fast advisors can move client assets.
The deal extends the acquisitive mega-RIA's rapid 2026 expansion as industry consolidation hits record levels nationwide
Chirayu Rana has added two executives as defendants after dropping his state case against JPMorgan Chase last week.
