Wealth management business focus on models for growth in competitive advisory market.
Clayton Chandler brings deep experience to lead data and AI strategy across Merchant’s growing RIA ecosystem.
The newest four-advisor practice to join in New York adds bench strength in financial and tax planning for pre-retirees and retired clients.
Merit Financial Advisors and Prime Capital Financial are each leaning further into tax planning and strategy with their latest partnerships.
Also, a veteran from Edelman has decamped to Baird, while UBS scoops an experienced Morgan Stanley advisor in the Pacific Northwest.
The privately held mega-RIA's latest addition in Louisiana officially joins the more than 1,000 financial advisors across its $45 billion independent advisory channel.
The Omaha-based RIA's new structures around mentorship, feedback, and promotion aim to keep younger G2 and G3 advisors engaged.
Also, Bluespring's latest addition forms a $1.7 billion practice, while Credent unveils a deal double to start its 2026 acquisition season.
The managing partner behind MAI Capital Management’s sports and entertainment business says working with top athletes means you 'can't be afraid to say no to some things.'
Veteran advisor and InvestmentNews award winner Cary Carbonaro speaks out on the rising urgency around women in wealth, how AI has changed financial literacy, and the importance of raising the bar for the wealth industry.
Bob Lavigne’s arrival as CCO formalizes a dual-compliance structure following the launch of Hightower Signature Wealth to consolidate RIAs under a single brand.
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World hires former Osaic exec as new CFO to steer growth; JPMorgan recruits investment strategist from Bloomberg.
Meanwhile, Beacon Pointe and Elevation Point have each announced transactions involving billion-dollar-plus wealth firms with California, Missouri, and Atlanta footprints.
As EP Wealth more than doubles in size, the $40 billion RIA insists on 'not growing into some big corporate machine where either clients or employees become nameless, faceless numbers.'
RIA’s new Angeles Family Office unit pushes deeper into services for generationally wealthy households amid a boom in “family office” branding.
Firms managing more than $540M make the switch from LPL, Commonwealth as 2026 moves gather pace.
Two Midwest transactions underscore momentum in RIA mergers and acquisitions.
Veteran compliance executive joins as firm expands, modernizes regulatory and risk governance platform.
Meanwhile, Wells Fargo snags another rival wirehouse team in Atlanta, while another longtime LPL advisor joins other seceders to Cetera.
