RIAs & Financial Advisors
Pointes North Joins Osaic’s Empowered Independence Channel
Osaic, Inc. has added Pointes North Wealth Management to its Empowered Independence channel, as the...Read more
Corient Expands into Canada with C$10B Launch Platform
Corient is expanding into Canada, launching a new business in June 2026 that will position the firm...Read more
Waverly Acquires $3.1B Louisiana RIA
Waverly Advisors has acquired a Louisiana-based wealth management firm, which o...Read more
GCG Advisory Partners Expands with Gateway Capital Acquisition
GCG Advisory Partners is continuing its expansion in the independent wealth management space with t...Read more
Kestra Financial Acquires $300M Massachusetts Firm
Kestra Financial has added a Massachusetts-based wealth management firm, w...Read more
Financial Planning Emerges as Core Growth Engine for Advisors
Financial planning is rapidly becoming a core service offering across the advisory industry, as fir...Read more
55ip, T. Rowe Price Partner on Tax-Optimized Model Portfolios
55ip, a subsidiary of J.P. Morgan, has expanded its investment platform through a new collaboration...Read more
Canada Launches C$25B Sovereign Wealth Fund
The Government of Canada has unveiled plans for a C$25 billion sovereign wealth vehicle aimed at ac...Read more
Hightower to Acquire $9.5B Flagship Franchise The Bahnsen Group
Hightower has agreed to acquire The Bahnsen Group, one of its flagship franchises overseeing approx...Read more