RIAs & Financial Advisors
Beacon Pointe Kicks Off 2026 with Acquisition of $2.7B Litman Gregory Wealth Management
Beacon Pointe Advisors has opened the year with a significant acquisition, announcing the purchase ...Read more
The Mather Group Adds $300M NJ Advisory Firm Through Partnership
The Mather Group (TMG) has entered into a strategic partnership with The Hogan-...Read more
iAltA Acquires BridgeFT to Strengthen Data Backbone for Private Markets
iAltA Holdings, the WestCap-backed private markets infrastructure firm, has acquired...Read more
RIAs Falling Short on Succession Planning as Affordability Gap Widens
Registered investment advisors are falling further behind on succession planning—and many firms m...Read more
Warburg Pincus Closes $3B Financial Services Fund
Warburg Pincus has successfully closed Warburg Pincus Financial Sector III, L.P. (WPFS III) on ...Read more
Raymond James Adds $46B Clark Capital to Investment Management Platform
Raymond James has agreed to acquire Clark Capital Management Group, a Philadelphia-based ...Read more
Cambridge Backs AmeriFlex to Scale Advisor Succession Platform
Cambridge Investment Research has made a strategic minority investment in hybrid RIA The Ameri...Read more
DC Plans Warm to Private Markets, But Education Will Drive Adoption
Interest in private market investments inside defined contribution (DC) plans is gaining traction�...Read more
$1.3B Ex-UBS FAs Launch RIA with Elevation Point in Atlanta
A group of former advisors from UBS Wealth Management has formed their own registered investment...Read more