Utah RIA with $3.3B in AUM teams with WPCG and HGGC's Aspire Holdings platform in deal expected to close this month.
Dynasty advisors gain access to white-label fund solutions and relationship pricing as two firms cement long-term build-out.
Three broker-dealers secure teams across the country as the recruiting race shows no signs of slowing.
Cecure Corporation leads funding as AI-powered RIA growth platform accelerates team and infrastructure buildout.
Cross-border deals draw growing interest as executives seek growth beyond domestic headwinds.
New C-suite and specialist roles signal that firms are treating AI as core infrastructure.
RIA dealmaking holds its pace in mid-2026 as two firms announce moves targeting first responders and West Coast growth
Independent broker-dealer added $25m in Q1 revenue after $170m recruitment year.
Mercer analysis of 150 transactions finds pricing discipline holds as continuation vehicles go mainstream.
Borrowers increasingly tap home equity while purchase lending and mortgage demand remain muted.
