The AI-native RIA is partnering with Allocate to give qualified-purchaser clients access to venture and growth equity managers.
“It is about supporting the advisor to be more effective with their client,” said Vanessa Touma of Invesco.
Echelon Partners counted 125 wealth management deals in Q3 2026, with the quarter's biggest deal targets by assets selling minority stakes rather than getting swallowed.
Ahead of a historic wealth handoff, this year's best advisors and wealth managers under 40 are winning on trust, plain language, and the kind of judgment no chatbot can replicate.
Growth investor brings on Focus Financial alum Josh Bronfman as RIA consolidation hits record pace.
Three firms make moves across Georgia and New York as the independent RIA trend holds pace in late 2026.
About a third of ASN’s launches this year have come from the wirehouse world.
In partnership with the CFP Board, Schwab's February event sends advisors to college campuses amid a projected need for 70,000 new hires.
More than 6,000 people are expected to attend the event at the Thomas M. Menino Convention and Exhibition Center in Boston.
“Just like everyone else we’re trying to learn to deliver great outcomes to advisors,” said Michael Camp of 55ip.
Broker-dealers will soon share targeted returns under SEC-approved Rule 2210 changes, but one securities lawyer warns the regimes aren’t identical.
Meanwhile, DPL Financial Partners adds two annuity executives and Prime Capital Financial hires a Mid-Atlantic retirement plan consultant.
Hybrid RIA partners with bQuest to help advisors guide clients through aging and long-term care decisions.
TCI Wealth Advisors also has also tapped JIFFYAI to unify onboarding and servicing, while TradePMR adds ICE market data to its Fusion advisor platform.
Also, CAPTRUST adds a $300 million planning team from Sanctuary in its home market of Raleigh, and Sequoia Financial Group buys a Boulder family office.
Milwaukee acquisition adds OCIO capabilities for endowments, foundations and nonprofits.
Meanwhile, Wealthspire's Ground Control business picks up a $1B private wealth firm in London, and Modern Wealth deepens its presence in California.
Put forward an advisor who made a mark through growth, client relationships and professional achievement
Ballast Rock Private Wealth has also brough on a veteran advisor focused on multigenerational planning for business owners and families.
RIA is building an infrastructure to help indies compete against wirehouses and large private banks.
