RIAs & Financial Advisors
Arax Lands $1.5B NY Team as RIA Consolidation Accelerates
Arax Advisory Partners is continuing its expansion across the Northeast, adding Poughkeepsie, New Y...Read more
RIA M&A Surges to Record Levels in Q1 as Platform Strategies Take Hold
Registered investment advisor consolidation is accelerating at a historic pace, with record deal vo...Read more
Allworth Financial Secures PE Backing in Third Funding Round
RIA Allworth Financial has received its third funding round, which was led by private equ...Read more
LPL Financial Recruits $775M Georgia Team from Raymond James
LPL Financial LLC announced that financial advisors Bobby Lumpkin, Cindy Little and Allina Bell of ...Read more
Mercer Global Advisors Buy $100M Women-Led Firm
RIA Mercer Global Advisors has purchased a California-based wealth management f...Read more
Wealth Enhancement Acquires 2 RIAs, Boosting AUM to $148B
Wealth Enhancement has expanded its footprint with the addition of two registered investm...Read more
Savant Wealth Management Acquires Two Firms
Savant Wealth Management has acquired two wealth management firms, bringing a c...Read more
iAltA Acquires Precept to Tackle Wealthtech’s Integration Problem
iAltA Holdings is accelerating its push into wealthtech infrastructure with the acqu...Read more
Private Credit: The Next Evolution of Global Capital
Private credit has rapidly emerged as a central pillar of modern capital markets. Since 2...Read more