Independent RIA Concurrent adds over $1B across six moves, while OnePoint BFG opens West Palm Beach with a $240M team.
The mega-RIA keeps absorbing independent fiduciary firms as Cerulli data shows the fee-only segment losing asset share.
W. Trevor Beaney joins NewEdge's growing South Florida platform, bringing a $1 billion book and two decades of ultra-high-net-worth expertise
The third annual program celebrates US financial planners for their achievements, client impact and professional excellence.
Fee-only RIA welcomes a 50-year-old Southern California firm as its agentic AI platform, becomes part of the pitch to selling advisors.
New hires at Integrated Partners’ business-owner unit include an ex-Navy chief of staff and a multi-asset research head to deepen liquidity-event planning.
The Fort Worth team becomes the latest wirehouse group to go independent with Elevation Point as UBS attrition continues.
How Wall Street Alliance Group’s Johan Vako pairs comprehensive wealth management with a team-first approach to leadership.
Carson Wealth’s Debra Taylor says residency records, business valuations and liquidity stress tests belong on advisors’ lists now.
The $71 billion firm’s latest tuck-in lands as middle-market sellers face rising buyer selectivity and steeper equity demands.
The four-partner Georgia RIA joins the integrated Carson Wealth channel, deepening the $66 billion mega-RIA's Atlanta M&A footprint.
The CIBC veteran takes over the $410.3 billion employee-owned firm as it presses ahead with wealth and retirement acquisitions.
The $9 billion practice’s move into Hightower’s W-2 channel continues a string of internal conversions in a record-pace year for RIA M&A.
Former Ritholtz Wealth strategist brings deep market communication skills to one of the fastest-growing fee-only firms in the US.
The J.C. Flowers-backed investor’s latest RIA deal adds five next-gen leaders to the Massachusetts firm’s ownership ranks.
InvestmentNews traveled to Boston, Massachusetts, to cover Schwab's annual conference. All coverage can be found here.
With enterprise RIAs now holding 58% of channel assets, service breadth – not size – will decide who wins
The best young advisors aren't simplifying the markets. They're simplifying the conversation
“[Vestmark] bring to us the very scaled sponsor trading,” said Envestnet’s Sue Burton.
Dynasty names a new CMO, Mercer taps a wealthtech veteran as data chief, and AlphaCore adds an acquisition-minded CFO from Corient as RIA platforms continue to scale.
