From next-gen advisors to firm leaders and CEOs, these professionals are raising their voices and helping to drive change in the wealth industry.
"The most important decision you make is the team you put together," Jenny Johnson, CEO of Franklin Templeton, told the audience during the event.
Also, a triple-deal propels Beacon Pointe to reach a $48 billion asset milestone, and Bluespring merges in another Kestra firm.
Annual snapshot shows registration failures, fees, and fiduciary shortfalls as top enforcement issues, with California, Texas, and Florida hosting the most state-level RIAs.
The newly launched Wealthscape Intelligence and onboarding capabilities are designed to unlock personalized insights and reduce friction, says one tech platform leader at the firm.
Valuations are rising for well-run firms with good financials, solid growth path.
Also, Raymond James continues its Commonwealth recruitment streak, while Wells Fargo adds $1.1 billion in new assets from LPL, RBC, and TD Private Client Wealth.
The newest additions to Carson's leadership come with experience from Commonwealth, LPL, Wealth.com, and SageView Advisory Group.
LPL, Hightower, UBS among the firms losing advisor teams in latest moves
Modern Wealth Management has grown to $10 billion AUM as it becomes the second RIA aggregator in the past month to acquire a firm that specializes in advising firefighters and police officers.
Aspen Wealth's New England Private Wealth Advisors has also snapped up a $1.6 billion firm in New Hampshire.
Demographic shifts in RIAs and clients indicate a shift in tech-forward thinking, but with varied degrees of focus, according to Betterment's 2025 Advisor Survey.
New recruits join from JPMorgan, Commonwealth, Edelman
The deal is expected to be worth $2.7 billion when it closes, likely in Q4 2025
For eligible entrepreneurs, new provisions for qualified small business stock widen the potential for capital gains tax exclusions.
"The future will really belong to firms that treat talent as infrastructure and invest with urgency, otherwise more firms will drift into mediocrity," founder and CEO David DeVoe told InvestmentNews.
Meanwhile, an experienced Connecticut advisor has cut ties with Edelman Financial Engines, and Raymond James' independent division welcomes a Washington-based duo.
The RIA platform with a focus on minority staking partnerships has selected Goldman as a primary provider for lending, direct indexing, custom models, and fixed-income SMAs.
Oregon-based Eagle Wealth Management and Idaho-based West Oak Capital give Mercer 11 acquisitions in 2025, matching last year's total.
Osaic-owned CW Advisors has added more than $500 million to reach $14.5 billion in AUM, while Apella's latest deal brings more than $1 billion in new client assets.
