RIAs & Financial Advisors
Merit Adds $860M Global Wealth Advisors
Merit Financial Advisors announced the acquisition of Global Wealth Advisors (GWA), a transaction t...Read more
Cetera Adds $600M Team from B. Riley
Veteran financial advisor Michael Zawatsky and his seven-person team at Oasis Asset Management Grou...Read more
Amplify Unveils AI-Powered Tool to Redefine Portfolio Risk Analysis
Amplify, a growth platform built on an AI-native data lake for emerging-growth RIAs and breakaway a...Read more
RWA Wealth Partners Adds $344M Moirai Wealth Management
RWA Wealth Partners has acquired a California-based independent registered investment advisor, whic...Read more
$850M Team Departs Steward Partners to Launch RIA Clear Trail Advisors
A Texas-based financial advisor duo with $850 million in client assets has left Steward Partners to...Read more
$270M Ex-Ameriprise Team Jumps to LPL Financial
LPL Financial has added a New York-based wealth management firm, which oversees $270 million in adv...Read more
$450M FA Duo Joins Osaic Wealth’s W-2 Affiliation Channel
A New Jersey-based pair of financial advisors, affiliated with Osaic Wealth, which manages $450 mil...Read more
Morgan Stanley IM Launches Tax Optimized Portfolio Solutions for Advisors
Morgan Stanley Investment Management’s Wealth Strategies Group has unveiled Tax Optimized Portfol...Read more
Endowments Confront Liquidity Pressures Amid Policy and Funding Shifts
Economic uncertainty and potential policy changes—including higher endowment taxes and cuts to fe...Read more