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.
Independent private wealth practice Shore to Summit Wealth Management is expanding its presence in Bethesda, Maryland.
Mega-RIA pushes deeper into cross-border advice with deal to acquire UK’s Maseco.
Glenn Rodriguez specializes in serving widows, retirees and families navigating complex financial decisions.
Opportunities for advisors to engage new clients drop sharply as the prospects age, says Cerulli.
WPCG and HGGC invest in $4.6B RIA as Emigrant exits and management retains ownership stake.
Senior hires aim to drive advisor growth at Cetera and scale private markets tech at Opto.
Industry veteran to drive operations and growth as demand for private markets access accelerates.
The Boston-based team is seeking greater independence by joining LPL, while RIA Beacon Pointe has brought in teams with $645 million in assets.
InvestmentNews has surveyed organizations across the wealth industry and is proud to announce its list of Best Places to Work for 2026
The $10B AUM firm is continuing to build scale across the US.
Former staff allege due diligence meant copying Google Ventures' portfolio
Former staff allege due diligence meant copying Google Ventures' portfolio
Firm adds Morgan Stanley trio in Tyler and longtime JPMorgan advisor in Paramus in latest hiring round.
Backed by private equity firm Cynosure Group, Threadline Wealth's client base targets high-net-worth technology executives and their families across Silicon Valley and other West Coast cities.
