Meanwhile, Merchant is continuing to expand its support for RIAs by partnering with a South Dakota-chartered trust company.
"I think the next durable theme for investors is going to be security: energy security, technology security, defense," Jamie Cox, managing partner at Harris Financial Group, said.
Meanwhile, $34 billion independent First Manhattan welcomed New Jersey-based Roanoke Asset Management, an RIA firm with more than 40 years of history.
The latest team to join Cetera, led by a 29-year veteran professional, arrives with roughly $380 million in AUA from OSJ Private Advisor Group.
Veteran advisor managing $400M launches firm through strategic partnership.
The giant hybrid RIA's latest East Coast move adds $175 million in recruited assets as it looks to offset broader advisor attrition.
Also, Nitrogen has added Indivisible Partners to its integration network, while Wealthtender unveiled an AI-focused update to help boost advisors' online presence.
Appointments highlight growing importance of consultant and allocator relationships.
From data access to email server operations, Adam Spiegelman says Commonwealth Financial Network supported a seamless transition as he left the firm to launch his own RIA.
Find out who made the final shortlist for top honors at this year's awards, honoring the women and firms blazing new trails in wealth management.
More financial advisors are seeking to expand outside America's financial hubs as technology improves and populations shift.
"Becoming a wholly owned Carson Wealth office was a clear and strategic decision for us," managing partner Mick Edwards said.
Data from the Investment Adviser Association's 2025 industry snapshot show more than nine-tenths of firms charging fees based on assets, though just 17% use that compensation scheme alone.
About 5,000 former employees will be eligible to receive money from the settlement, which stems from class action allegations that Kansas City-area firms Mariner, Tortoise, and American Century colluded to suppress wages and not hire each other's advisors.
With its asset pipeline bursting past $13 billion, Farther is looking to build more momentum with three new managing directors.
It's the mega-RIA firm's third $1B+ acquisition in just three months.
Are guarantees with growth part of the answer?
"We've actually found that the best advisory teams and solo advisors have figured out a niche that they work well with," Savvy Wealth CEO Ritik Malhotra tells InvestmentNews, as his firm's $2 billion RIA affiliate grows to 68 advisors.
Justin Barish brings his expertise in digital strategy and communications to help accelerate the LA-based RIA's growth.
Chief growth officer Keith Kotfica brings 30 years of industry experience as he spearheads the $27.2 billion RIA's affiliated referral program
