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Perennial Wealth Partners, an eight-person team, launches under Integrated Partners, while Nick Economos brings about $580 million to LPL's supported independence model.
The credit facility's size was not disclosed; VestGen has grown to 19 advisory firms and $8.5 billion in client assets since launching with 10 practices in late 2024.
The Chicago-based wealth platform has grown to 19 firms and $8.5 billion in assets from 10 practices and $5.3 billion at its December 2024 launch.
The $5.2 billion RIA plans a first phase to go live before the end of 2026.
The 13-person team, led by Brett Hoge, will use Captrust's broker/dealer Capfinancial Securities.
State Street launched the service late last month, returning to a business it exited abruptly about five years ago; RIABiz reports divergent priorities between partners.
Both acquirers are backed by Wealth Partners Capital Group; the MCS deal is Waverly's 37th since WPCG and HGGC.
The author says they hit a comparable wall in 2022, growing faster than the systems and people around them could absorb.
Matching growth left JPMorgan's expense-to-revenue ratio unchanged; Wells Fargo, Goldman Sachs and Citi reported wealth revenue growth in a 12% to 15% band.
The two will share responsibility for the hybrid RIA's ultra-high-net-worth and private wealth businesses once they finish their notice periods at UBS.
She told a Goldman Sachs Asset Management webinar that holdings across public fixed income, private credit and real estate can still be one bet on demand for compute.
Apogem Capital closed Apogem Real Assets Fund IV at $472 million; Kansas PERS announced a $100 million EQT Exeter commitment.
JPMorgan's asset and wealth management revenue grew 14% to $6.9 billion, with expenses rising at the same rate.
The piece frames a seller who stays on as the structural fix for identity-driven hesitation.
The Carlyle-backed RIA says he will target whole advisory teams from rivals.
The Oct. 9 Form D shows a first sale on Sept. 30; the amount sold is the largest among that day's filings in our records.
The three firms keep their brands and ADVs; Michael Mock is named president.
Beacon, NorthRock Partners and Wealthcare keep their brands and own their ADVs; Michael Mock is named president of Criterion.
The $65 billion aggregator split home office support for its W-2 and independent channels this summer and chose a Goldman Sachs and United Bank alumnus for the employee side.
Prime Capital reports $52 billion in AUM and 225 advisors, up from 40 since its 2017 buyout from founder Kerry Lawing.
TotalEnergies and KKR announced a $1.2 billion deal the same day; three other transactions closed, totaling $178 million.
UBS appears most often in the records with 87, followed by LPL Financial at 82.
Kestra Private Wealth Services, RFG Advisory and The Wealth Consulting Group appear on both ten-largest lists.
Kestra, Envestnet PMC, Mariner Wealth and Cetera Planning Partners also recorded same-day advisor moves.
Ainslee Simmonds is out as the unit's head; four further BNY Pershing executive changes were recorded the same day, according to our tracking.
The Oct. 9 filings list no capital sold to date across the four venture vehicles.
The two counts track separate events in the same window, so the 91-event spread is not a tally of deals that failed to close.
The Hardy team's departure is listed as a breakaway, not a block trade.
Adam Vos moves from Pershing's corporate side to run the unit, Ainslee Simmonds is out, and tracking logs four more BNY Pershing executive changes the same day.
The oversubscribed syndicated loan, Mercer's first, includes a $340 million revolving credit facility and a projected $35 million to $40 million in interest savings next year.
The waiver carries a June 30, 2027 signing deadline, as Axos courts Fidelity clients and Schwab counts 11,000 sub-$100 million RIA relationships.
The four practices have operated as one Raymond James branch since 2022; the retention suggests no immediate account conversion was required.
The price is close to 59% of the $1.2 billion clients paid for the securities; a plaintiff's attorney says many DST investors may lose principal.
Team liftouts totaled 258 in the same window and custodian changes 40, per newsroom tracking of 12 activity types.
Adam Vos, from Pershing's corporate side, now heads the unit, RIABiz reports.
The six-advisor Baltimore team will operate as an independent advisory firm while keeping its name and planning approach.
The firm, founded in February, says it takes ownership through capital, operating work or both, with pay tied to each firm's results.
The Cullman/Holt Group joined from UBS, and Praxis Financial Partners left for LPL, part of the $34.4 billion in team assets tracked this week.
The Mather Group announced a $400 million deal for Legacy Consulting of Plano, Texas, as the firm disclosed more than $700 million in additions this year.
The Englewood, N.J., multi-family office bought a Colorado events firm and will host 77 client events in 2026, CEO Matthew Fleissig says.
Singularity Financial Partners, founded in February, says its economics are tied to each firm's results rather than a software contract or consulting fee, with ownership that can come through capital, operating work or both.
Its Pre-IPO & Growth Fund launched in February 2026; interval funds repurchase 5% to 25% of shares at periodic intervals, per the SEC.
The Chicago firm has disclosed more than $700 million in additions this year, including a $300 million New Jersey practice.
Legacy Consulting is a Plano, Texas firm founded in 1997; Blue Rock is a Sussex County, Del. practice founded by Todd Roselle.
Family investment vehicles were named in eight transactions this week, including Ljungström's €62.5 million AnaCardio Series B co-lead with Novo Holdings.
RIABiz reports the president and COO oversaw the Folio Institutional acquisition that became Goldman's RIA custody unit.
The Somerville practice becomes a branded Carson Wealth office led by Daniel and John Foran.
Gray, a J.P. Morgan veteran who took the helm of Quad-A in 2024, said ownership has to be part of the plan from the start.
RIABiz reports the president and COO oversaw the Folio Institutional acquisition that became Goldman's RIA custody unit. DFA's M&A partner search has also gone quiet.
Diamond Consultants counted 1,449 departures against 932 recruits in the first half of 2026.
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