RIAs & Financial Advisors
Ex-LPL Financial Duo with $350M Joins Cetera
Cetera Financial Group has added two financial advisors from LPL Financial, where they ma...Read more
Merit Financial Scoops Up $1.2B Wealth Management Firm in Illinois
Merit Financial Advisors has added a wealth management firm, managing $1.2 billion i...Read more
Kestra Financial Lands $800M Wealth Management Team
Kestra Financial has added a 10-person advisor team that oversees $800 million in assets under...Read more
Osaic Launches Platform to Expand Financial Planning Capabilities
Osaic, Inc. announced the launch of PlanningHub, a new platform that expands the firm’s...Read more
Carson Group Acquires $1.45B Total Wealth Planning in Largest Deal to Date
Carson Group has announced a new strategic partnership with Total Wealth Planning, a Cincinnati-bas...Read more
AssetMark Expands into Private Markets with Access to Apollo, Carlyle, KKR, and StepStone Funds
AssetMark has officially entered the private markets space, partnering with leading alternativ...Read more
MassMutual Sells 18% Stake in Barings to MS&AD for $1.44B
MassMutual and its global asset management subsidiary, Barings, have agreed to sell an 18% ownershi...Read more
SEC Releases 2026 Exam Priorities, Signaling Heightened Scrutiny of Private Markets
The U.S. Securities and Exchange Commission has released its 2026 examination priorities, offering ...Read more
Cresset Scores $1.8B Ex-Goldman Sachs Advisory Team
Cresset Asset Management has added an advisory team from Goldman Sachs, where they managed&nbs...Read more