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.
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.
