Brighton Jones' Kaycee LeCong breaks down why domicile changes are harder than most clients expect — and why the real planning work has to begin well before 2028.
Eric Franklin, who started Prospero Wealth after a career at Amazon, says Washington's new millionaire tax has clients discussing moves and could eventually push his own RIA to relocate.
Paul Bodnar takes the helm at CM Wealth after a decade-long succession plan, while Perigon brings on its first chief people officer as the firm scales past $11 billion in client assets.
Naples-based firm backed by Goldman custody, Dynasty platform after $2.4B team exit.
Lexington Wealth Management becomes the second external acquisition for HTSW, pushing the mega-RIA's W-2 advisory platform past $29 billion in assets.
Strategic Retirement Plans becomes at least the fifth former Commonwealth practice to leave for Merit Financial Advisors since Commonwealth's sale to LPL last year.
Breakaway move underscores rising demand for control, ownership, and scalable advisory models.
No PII has reportedly been breached, but advisors and wealth tech execs say it should raise tough questions about data security and AI vendor risk management.
Firms continue to attract advisor talent to expand market presence and reach.
Deal expands the firm’s presence in Michigan and follows multi-billion-dollar additions in March.
Capital infusion and strategic support aim to boost growth while preserving independence.
The lawsuit comes amid a string of recent cyberattacks against wealth firms including Mercer Advisors, Edelman Financial Engines, Beacon Pointe, CW Advisors, Betterment, Pathstone, EP Wealth, Cetera and Ameriprise.
Elsewhere, Carson Group bolstered its presence in Washington while Integrated adds a $600 million Ameriprise team in Denver.
Internal veteran will take interim control of the $93B wealth manager.
After bringing in The Carlyle Group as majority owner, MAI CEO Rick Buoncore expects the $73 billion RIA to target another wave of Evoke Advisors-scale deals as it expands into new markets.
Meanwhile, Mercer Advisors deepens its New England reach with a $1.5 billion Portsmouth-based firm.
Regional scale and succession solutions emerge as defining themes in wealth deals.
The platform's addition of a multi-generational practice, led by a veteran advisor from Cetera, extends its footprint further in the Northeast.
Iranian attacks are disrupting Dubai’s financial operations, prompting advisors to assist with client exit planning. “We faced a client wanting to move out of Dubai with physical assets such as gold, which became effectively immobile,” says Wealthspire’s Joshua Shoshan.
Deal adds nearly $800M in assets, reinforcing long-term advisor continuity strategy.
