The $11.2 billion RIA is centralizing its operations under Rafia Hasan as it names a technology chief and realigns senior leadership.
A new PwC survey has finance chiefs saying they'd rather hire someone who can wrangle an AI agent than someone with three extra letters after their name
The founders of Green Sail Capital Partners say record multiples rest on shaky arbitrage – and sellers have a narrowing window to cash in.
The acquisition deepens the mega-RIA and largest non-bank wealth manager's push into ultra-high-net-worth advisory as 2026 consolidation hits record levels.
The New York-based aggregator adds a $550 million boutique firm as it steadily builds out its national affiliate network.
Firms announce new advisor teams, adding more than $500M each to their expanding AUM totals.
Two RIAs expand their geographic footprints with deals in New York's Capital Region and coastal Alabama.
The mega-RIA with roughly $160 billion in client assets remains firmly in acquisition mode amid rumors of private equity giants vying to scoop it up.
The PE-backed RIA makes its first major move since bringing in a new capital partner, adding a Massachusetts advisory firm alongside a second East Coast RIA
Stearns Financial Group's addition brings 30 advisors and three decades of North Carolina planning experience to the platform.
The veteran-led advisory firm moved nearly 50 advisors from Osaic to Cetera this week, launching a new equity-ownership RIA with two key footprints in the East Coast.
Two wealth management deals announced this week signal continued M&A momentum, with Sequoia targeting tax planning depth and Simplicity scaling in the Mid-Atlantic.
The practice brings $700 million in client assets and opens a new Northeast office for the California-headquartered firm.
Founder-led 32 North Wealth brings four partners to the hybrid RIA while extending its record of attracting Wells Fargo breakaways.
EisnerAmper's Nick Tsafos argues a reported probe by the SEC, along with fresh questions raised by AI, should push advisors to vet secondary PE exits more like new deals.
Cynosure's $270 million Savant deal reflects a growing private equity trend as the SEC investigates continuation vehicles.
With over 50 years of collective industry experience, Torrance Chaplin and Sean Marrin are stepping in as community leaders at Cetera Investors and RIA Network.
The mega-RIA and the digital family office are making separate AI platform launches as the broader industry doubles down on the technology.
Wealth management M&A is on track for its busiest year yet, with serial acquirers and private equity capital pushing deal volume toward 500 transactions in 2026.
The family office's latest West Coast hire continues a year of aggressive recruiting that has added billions in assets across four US offices.
