RIAs & Financial Advisors
FPSB Names New Global Leadership for 2026
The Financial Planning Standards Board Ltd. (FPSB) announced a new slate of global leadership appoi...Read more
MAI Capital Acquires $245M RIA Liberty Private Client
MAI Capital Management has acquired a Florida-based registered investment advisor firm that manages...Read more
Rise Growth Partners Expands RIA Network with Minority Stake in Krilogy
Rise Growth Partners, founded by Joe Duran, former CEO of United Capital, announced a minority inve...Read more
Thryve Launches Independent RIA Following Spin-Out from Strive Asset Management
Thryve Wealth Management has launched as an independent registered investment advisor, marking its ...Read more
AlphaCore Wealth Advisory Expands East Coast Presence with SPC Financial Acquisition
AlphaCore Wealth Advisory has acquired SPC Financial, Inc., a Rockville, MD–based advisory and ta...Read more
Canada’s Meridian Partners with Conquest to Launch AI-Powered Financial Planning Experience
Conquest Planning Inc. has formed a strategic partnership with Meridian Credit Union, Canada’s se...Read more
Prime Capital Financial Expands Wealth Platform with Launch of Tax Advisory Service
Prime Capital Financial has launched Prime Capital Tax Advisory, marking a major step in its multi-...Read more
Inflation Fears Persist as Investor Optimism Softens, Morgan Stanley Survey Finds
Morgan Stanley Wealth Management released its latest Retail Investor Pulse Survey, revealing that w...Read more
Creative Planning Acquires $275M Financial Abundance
Creative Planning has bought a registered advisor firm, which manages $275 million in client assets...Read more