Christian Mango is joining the PE-backed RIA giant to grow retirement plan services as it deepens its workplace-to-wealth strategy
OpenArc's institutional consulting arm adds RFP-driven provider evaluations as it builds out its post-Merrill fiduciary practice.
Valley Financial Group joins the fast-growing HTSW model as Hightower pushes toward $50 billion in assets under management this year.
A new tax entity and Baker Tilly partnership deepen the $30 billion RIA's push into complex planning for wealthy clients.
Appointment extends a run of senior hires as Northern Trust builds out complex-wealth services for entrepreneurs and multigenerational families.
Industry veteran and chair of $62M RIA will help shape the tech business’ growth strategy.
The Jones Wealth Partners team, which includes a 43-year industry veteran and his two sons, is crossing over to staff Rockefeller's fifth office in Ohio.
Abry Partners exits after three years as the wealth manager expands family office and tax advisory services.
Meanwhile, Kestra welcomed two new client experience and operations heads, and a new hire from Bank of America alum is bolstering Fiduciary Trust International's relationship management bench in New York.
November’s Women Advisor Summit is focused on the theme of “the long game.”
The $11.2 billion RIA is centralizing its operations under Rafia Hasan as it names a technology chief and realigns senior leadership.
A new PwC survey has finance chiefs saying they'd rather hire someone who can wrangle an AI agent than someone with three extra letters after their name
The founders of Green Sail Capital Partners say record multiples rest on shaky arbitrage – and sellers have a narrowing window to cash in.
The acquisition deepens the mega-RIA and largest non-bank wealth manager's push into ultra-high-net-worth advisory as 2026 consolidation hits record levels.
The New York-based aggregator adds a $550 million boutique firm as it steadily builds out its national affiliate network.
Firms announce new advisor teams, adding more than $500M each to their expanding AUM totals.
Two RIAs expand their geographic footprints with deals in New York's Capital Region and coastal Alabama.
The mega-RIA with roughly $160 billion in client assets remains firmly in acquisition mode amid rumors of private equity giants vying to scoop it up.
The PE-backed RIA makes its first major move since bringing in a new capital partner, adding a Massachusetts advisory firm alongside a second East Coast RIA
Stearns Financial Group's addition brings 30 advisors and three decades of North Carolina planning experience to the platform.
