Multi-family office deepens Colorado presence with new hires and strategic growth push.
Breakaway advisors cite independence, ownership and broader capabilities as key drivers.
Trustees at the $13.8 billion Chicago Teachers’ Pension Fund reopened their investment consultant search after selecting Verus Investments last month, citing concerns about the private equity ownership of its new parent Cerity Partners, a mega-RIA backed by Genstar Capital, Warburg Pincus, and Lightyear Capital.
“The market is already off to its fastest start ever,” says DeVoe & Company, in its latest RIA M&A Deal Book.
Former Fidelity executive to drive advisor growth and scale Falcon’s planning-first model nationwide.
Meanwhile, Wealth Enhancement expands its Dallas footprint with a $268 million RIA, and Integrated Partners launches a virtual family office practice targeting ultra-high-net-worth clients.
“This advances Corient’s plans to become one of the world’s leading wealth managers and multi-family offices,” said Kurt MacAlpine, Corient CEO.
From trailblazing teams to innovative firms and outstanding individuals, discover who'll be vying for the ultimate recognition at the third annual InvestmentNews Awards gala happening in June.
Firm partners with $420M RIA firm Gunderson Capital Management for new channel.
As AI adoption accelerates across the RIA industry, the startup is looking to help bridge what one its founders sees as a persistent marketing expertise gap among advisors.
The veteran operating executive joins from Engle Martin and will lead Hightower One, the mega-RIA's back- and middle-office platform, just as the firm deepens its push in the Signature Wealth channel.
Grier Rubeling joins Rossby Financial and ROffice to lead transition services, bringing a consultant's perspective on why moving between firms hasn't gotten simpler – even as the technology has.
The RIA formerly known as Bleakley Financial Group is buying Armstrong & Sinoff Financial to anchor its new regional hub in Orlando and fuel OnePoint's $5 billion inorganic growth plan for 2026.
Having nearly quadrupled its AUM since inception, the New York-based RIA is beefing up its leadership further, including executive hires from Meketa and Focus Partners.
Former Marcum Wealth managing director Wendy Eldridge alleged gender bias and shareholder oppression, with claims also tied to earlier Hightower acquisition talks before Marcum was sold to Wealth Enhancement last year.
Nicholas Wealth says the ETF can isolate Bitcoin’s overnight alpha while reducing exposure to global market volatility during trading hours.
Goldman’s shifting approach to wealth management has included reorganizations, the United Capital buy-and-sell, a short-lived robo-advisor and frustrating client constraints, as described by Farther's new family office head Ben Seidenstein.
The investment marks the latest move by the New York-based capital partner, which now backs more than 20 wealth management firms.
Investors sue private mortgage fund, allege $74M funneled to insiders
The deal marks Corient's second acquisition of 2026 as the mega-RIA pushes toward $450 billion in combined assets.
