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Integrated Private Wealth expands its planning, research and operations team as it builds services for families approaching or emerging from a company sale.
RS Crum brings Modera its first Southern California office, 250-plus households and a nine-person team as the $20 billion firm expands its acquisition reach.
A shareholder complaint questions Blue Owl’s $4.278 billion merger valuations, citing rate exposure, AI competition and steep declines in two software loans.
Clients allege Arkadios failed to act on a 52.79% stock concentration as their portfolio fell from about $16.62 million to $2.936 million.
A new $1 billion cutoff expands the firms counted in small-entity reviews, bringing about 10,180 additional advisers into the analysis.
Mariner says its AI agents surfaced $22 billion in assets and are helping staff pursue a goal of 500,000 households by 2028.
AI mentions in RIA job posts rose to 19.4% in Q3 2026, while hiring signals remain concentrated among the largest firms.
W. Trevor Beaney brings a practice overseeing more than $1 billion in client assets as NewEdge expands across South Florida and other markets.
U.S. ETFs attracted $203.8 billion in October, led by record bond fund flows and a rebound in passive equities despite falling benchmarks.
Sam Mintz and Steve Gow move their Richmond practice from Truist, adding more than $1.2 billion in client assets to Raymond James.
With 125 international players on NBA opening-night rosters, advisers face clients whose businesses, assets and financial relationships already span borders.
Fifteenth adds tax technology and expertise for equity compensation as Mercer builds connected services for wealthy technology professionals.
Rockbridge brings 23 employees and $2.2 billion in assets to Creative Planning as the firm expands across advice, tax, insurance and institutional services.
Most healthcare employers offer retirement meetings, but few tailor guidance. Debt, complex benefits and healthcare costs shape the advice clinicians need.
Prospera, Concurrent and OnePoint BFG added advisory practices, bringing new clients and assets onto their platforms while expanding their geographic reach.
Osaic brings in Manish Shrivastava and Tom Metzger as it pursues advisor growth and reshapes leadership around its W-2 channel.
Advisors at the Women Advisor Summit stressed trust and financial confidence as adult daughters become more involved in family planning.
James T. McHale will lead risk and governance at &Partners, while Kate Winters takes an investment platforms role at AssetMark.
Schwab expects ETFs to remain advisors’ preferred allocation tool as it prepares Bitcoin and Ethereum spot trading for RIAs by mid-2027.
Three wealth technology deals target portfolio customization, multi-custodian data reconciliation and advisor transitions as independent firms expand.