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.
The veteran-led advisory firm moved nearly 50 advisors from Osaic to Cetera this week, launching a new equity-ownership RIA with two key footprints in the East Coast.
Two wealth management deals announced this week signal continued M&A momentum, with Sequoia targeting tax planning depth and Simplicity scaling in the Mid-Atlantic.
The 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.
