The boutique practice brings $700 million in client assets and opens a new Northeast office for the California-headquartered firm.
Founder-led 32 North Wealth brings four partners to the hybrid RIA while extending its record of attracting Wells Fargo breakaways.
EisnerAmper's Nick Tsafos argues a reported probe by the SEC, along with fresh questions raised by AI, should push advisors to vet secondary PE exits more like new deals.
Cynosure's $270 million Savant deal reflects a growing private equity trend as the SEC investigates continuation vehicles.
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.
Bixby Wealth Solutions, backed by Carlyle's Global Credit business, acquires a stake in the $11 billion AUM firm.
The Omaha-based RIA's second Hanover office deepens its US expansion as industry dealmaking hits a record clip in 2026.
The deal extends the acquisitive mega-RIA's rapid 2026 expansion as industry consolidation hits record levels nationwide
Tokenization goes mainstream with regulators watching prompting some firms to take a proactive approach.
Jacobs brings four decades of global finance experience to one of the world's largest asset managers as the board also names Coca-Cola CFO as lead independent director.
Carlyle and Bain Capital are said to be the final bidders for Wealth Enhancement Group as PE appetite for independent wealth managers intensifies.
The Sallie Krawcheck-founded firm's increase reflects a 52% surge in average advisor retainer fees since 2023
Former Connecticut Sun and New York Liberty star Tina Charles is now an entrepreneur and philanthropist
The fast-growing RIA aggregator adds Transcend Capital Advisors, a multi-state firm with more than 1,000 client relationships.
The Cambridge CEO talks M&A, AI, and succession (but not her own)
Herb Achey is the latest Bank of America Private Bank alumnus to land at the Tampa RIA serving UHNW families.
Building on its Personal Office platform, NorthRock Partners' latest transaction brings more than $200 million in assets under management and five employees to the growing RIA.
