Bixby Wealth Solutions, backed by Carlyle's Global Credit business, acquires a stake in the $11 billion AUM firm.
The Omaha-based RIA's second Hanover office deepens its US expansion as industry dealmaking hits a record clip in 2026.
The deal extends the acquisitive mega-RIA's rapid 2026 expansion as industry consolidation hits record levels nationwide
Tokenization goes mainstream with regulators watching prompting some firms to take a proactive approach.
Jacobs brings four decades of global finance experience to one of the world's largest asset managers as the board also names Coca-Cola CFO as lead independent director.
Carlyle and Bain Capital are said to be the final bidders for Wealth Enhancement Group as PE appetite for independent wealth managers intensifies.
The Sallie Krawcheck-founded firm's increase reflects a 52% surge in average advisor retainer fees since 2023
Former Connecticut Sun and New York Liberty star Tina Charles is now an entrepreneur and philanthropist
The fast-growing RIA aggregator adds Transcend Capital Advisors, a multi-state firm with more than 1,000 client relationships.
The Cambridge CEO talks M&A, AI, and succession (but not her own)
Herb Achey is the latest Bank of America Private Bank alumnus to land at the Tampa RIA serving UHNW families.
Building on its Personal Office platform, NorthRock Partners' latest transaction brings more than $200 million in assets under management and five employees to the growing RIA.
Expanded deal pairs succession-planning software with a broker-dealer network already logging rapid AI adoption among 11,000 advisors.
Berkshire Global Advisors reports reveals scaled buyers and steady tuck-ins push 2026 dealmaking to new highs.
“As our clients' lives and financial interests become more global, expanding our international capabilities was a natural evolution,” said Moneta CEO Eric Kittner.
Large broker-dealers and registered investment advisors have, since 2020, been developing or sticking to strategies and tactics to combat the pain of intense, short-term market volatility
InvestmentNews’ Hot List recognizes the professionals making a meaningful impact across the industry
Breakaway advisors join new firms in Oklahoma, Idaho.
The independent RIA has announced a bicoastal double addition with two ex-Lazard leaders joining in Los Angeles and New York.
InvestmentNews is recognizing 110 independent RIAs whose approach to high-net-worth client service is helping to shape the future of wealth management.
