Reverence Capital Partners bought Advisor Group in 2019 and then rebranded it Osaic four years later,
With $464 billion raised in alternatives since 2019 and wealth management fees up 17% year-over-year, the firm is pressing its advantage.
Touchstone Wealth Partners, a multigenerational team based in Ohio and Florida, is the fourth billion dollar-plus practice to join FiNet this year.
The window for Canadian employers to get ahead of the AI transformation is closing. Here is exactly what you need to do - right now
Private fund firm refutes the allegations, emphasizing support from investors, strict adherence to its LPA, and full focus on results.
Former Marcum Wealth managing director Wendy Eldridge alleged gender bias and shareholder oppression, with claims also tied to earlier Hightower acquisition talks before Marcum was sold to Wealth Enhancement last year.
Bill Williams, who has run the independent contractor channel since 2008, will also take over the employee advisor business, recruiting and institutional partnerships.
While the strategy has real benefits, the gap between a client's commitment and the custodian's operational competence and capabilities can force undesirable outcomes.
Goldman’s shifting approach to wealth management has included reorganizations, the United Capital buy-and-sell, a short-lived robo-advisor and frustrating client constraints, as described by Farther's new family office head Ben Seidenstein.
The investment marks the latest move by the New York-based capital partner, which now backs more than 20 wealth management firms.
Plus, WealthReach acquires Model FA IP to build an organic growth consulting practice, while InvestSuite enters the US market with its StoryTeller portfolio reporting tool.
The deal marks Corient's second acquisition of 2026 as the mega-RIA pushes toward $450 billion in combined assets.
Agency veteran returns to helm 1,000+ staff as regulator sharpens focus on investor harm.
“The monitoring systems this firm had in place were insufficient to detect unsuitable sales of high-risk investments,” the regulator said.
Meanwhile, Merrill extended its reach in Florida with the addition of a veteran reporting $645 million in client assets from UBS.
The industry keeps investing in better tools. The real opportunity is getting advisors to actually use them.
Why tailored communication, not constant communication, defines lasting client relationships
Record tips and whistleblower payouts highlight SEC’s intensified enforcement push.
Firms continue talent push with experienced advisors and multigenerational teams.
Meanwhile a $1.5B deal sees Fool Wealth formally join Apollon Wealth Management.
