The Minneapolis-based consolidator's addition of a $345 million Anchorage RIA comes as small sellers navigate a volatile 2026 deal market.
He says the account portal went dark just as he tried to check what he owned.
Six insiders sold more than $30 million in stock before shares fell about 45%.
Average 401(k) balances jumped 10.5% last quarter and small business retirement plan enrollment kept climbing, according to new Fidelity data.
Colorado-based RIA Summit Wealth Group acquires Portland's Financial Investment Team, expanding to 12 offices in six states.
Osaic and &Partners each land former Commonwealth teams, while Prospera welcomes two East Coast veterans to its network.
Why younger clients are trading parlays for prediction markets and calling it investing
'Einstein of Wall Street' joins Forbes as the brand is shook over its suspended advisor rankings.
South Korea's largest life insurer is pursuing a $4.4 billion stake in PFG, one of the top three 401(k) providers in the US.
Advisors can prompt the AI agent to model a client's potential Roth conversions, home sales, income shifts, and state moves.
New integration flags non-compliant language in AI-generated meeting notes as regulators sharpen focus on advisor recordkeeping.
They settled the same day the SEC sued - but the penalty is still unset.
The fee-only RIA's ninth deal of the year builds on record 2026 M&A activity and a minority staking investment from Hamilton Lane.
The tribally owned investment arm of the Eastern Band of Cherokee Indians clams it has not recovered any money from a $2.5 million loan to Smith's real estate firm.
The Lynnfield RIA enters the Midwest a second time, adding a specialist Milwaukee equity team to its investing platform.
Atlanta-based retirement income firm expands its annuity acquisition strategy with the purchase of Eric Rudd's Senior Insurance Services book of business.
Firms announce new recruits in Minnesota, Texas and Florida as advisors cite autonomy, brand flexibility and client-service culture as key factors in their moves.
The wirehouse opens a new Orange County hub and adds a four-advisor team from Bernstein to its Century City operation.
Two of the country's most active acquirers close new transactions, underscoring the relentless pace of RIA consolidation in 2026.
Advisors stress-test allocations for market drops, but the bigger threat to a client's wealth usually sits outside the portfolio entirely
