Atlanta-based BIP Wealth plans to target RIAs with $250M to $1.5B in assets in M&A as it eyes growing from its current $5.5 billion total AUM to $20 billion and beyond.
Meanwhile, a new venture at Integrated Partners sharpens its support for entrepreneurs going through complex transitions, and New York-based Aspen Standard Wealth announces a new president.
Drawing on battlefield lessons, 2025 Advisor of the Year Award winner Dennis Morton sounds off on the perils of complacency, succession blind spots, and the human edge advisors must defend in an AI era.
Meanwhile, Janney lands a billion-dollar team from Merrill in Delaware, and two longtime Edelman advisors hopped to Prime Capital Financial in the Northeast.
RIAs deepen expansion strategies through market leadership hires and new enterprise growth roles.
The long-time wirehouse advisor joins LPL through its Strategic Wealth Services Program.
Former senior advisor at Wall Street firm tells InvestmentNews how large organizations have limited ability to adapt to evolving landscape.
False contract claims, inflated leasing numbers, and millions in fees investors never knew about.
The guaranteed returns stopped. The excuses didn't.
Strategic backing delivers capital, infrastructure and institutional resources for growth for former UBS advisors.
After reaching $3.5 billion AUM driven entirely by organic growth, Virginia-based firm targets acquisitions between $400M and $3B in assets as part of its aim to reach $22 billion by 2033.
The digital-first family office is doubling down on legal, compliance, and content leadership after crossing $4 billion in assets.
With a goal of hitting $250 billion in assets by 2035, the wealth platform is betting on leadership steeped in advisor transitions and full-service wealth management.
“The pipeline continues to grow and we will see more announcements in the coming months,” said Tyler Vernon, managing principal at Merit Financial.
Firms strengthen executive ranks to support expansion, compliance and advisor growth.
Firms keep up 2026’s strong flow of advisor moves so far.
Abby Salameh will lead Mercer's New Jersey and greater Philadelphia markets, while Chris Walters will oversee the San Diego market.
Put women leaders in the spotlight for their $100M achievement and their client impact
A handful of U.S. states pay top advisor salaries despite limited assets, reshaping hiring and growth strategies
Firm marks 20th acquisition in around two years and boost AUM to more than $73B.
