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Search the network’s Firm & Fund Lookup- MML Investors Services
Refers loans, takes no underwriting or credit decisions
Schwab's RIA long-short margin loans reach $51.4 billion - MassMutual Wealth Management
Launched a securities-backed credit line for brokerage clients on Oct. 15
MassMutual launches securities-backed credit line with Supernova as lender - MML Investors Services LLC
Referral partner takes applications but makes no underwriting decisions
MassMutual launches securities-backed credit line with Supernova as lender - Supernova Lending LLC
Every loan is made, approved and serviced by Supernova Lending LLC
MassMutual launches securities-backed credit line with Supernova as lender - FINTRX
Fintrx posted the smallest decline of the three, two deals, though its total sits lower by design
Q3 RIA deal counts fall at DeVoe, Piper Sandler and Fintrx - Piper Sandler
Piper Sandler applies the same $100 million cutoff and counted 89 deals, twelve more than DeVoe
Q3 RIA deal counts fall at DeVoe, Piper Sandler and Fintrx - The Invictus Collective
Host RIA providing infrastructure, tech and structured notes to Valla.
Former VestGen CEO Josh Gerry launches Valla Wealth under Invictus - Valla Wealth
New employee-owned Chicago RIA for high-net-worth families.
Former VestGen CEO Josh Gerry launches Valla Wealth under Invictus - Evertern Wealth
Sends partners to clients across state lines, including multi-state families.
Evertern Wealth sends partners to multi-state families - Ark Financial Services, Inc.
Acquisition target; 24.9% closed and 75.1% contingent on FINRA approval
AtlasClear signs definitive agreement for Ark Financial Services, completes 24.9% purchase - AtlasClear Holdings, Inc.
Signed agreement to acquire Ark Financial Services, closed 24.9% stake
AtlasClear signs definitive agreement for Ark Financial Services, completes 24.9% purchase - Dawson James Securities, Inc.
Boca Raton-based investment bank being acquired as part of Ark deal
AtlasClear signs definitive agreement for Ark Financial Services, completes 24.9% purchase - Altrata
Report puts US ultra-wealthy giving at $107bn in 2025, up from $85bn in 2022.
Altrata puts US ultra-wealthy giving at $107bn for 2025 - Foundation Source
Research finds fewer than half of advisors deliver on philanthropy expectation.
Altrata puts US ultra-wealthy giving at $107bn for 2025 - The Philanthropic Initiative
Study: 75% of wealthy clients more likely to select philanthropy-savvy advisor.
Altrata puts US ultra-wealthy giving at $107bn for 2025 - MyComplianceOffice
Extended personal-trading controls to prediction markets with AI surveillance
MCO extends personal-trading surveillance to prediction markets - Truxton Wealth
Hired Ralph Linn as senior vice president and portfolio manager.
Truxton Wealth hires Ralph Linn as senior vice president, portfolio manager - Aldrich Group of Companies
Seller of Aldrich Wealth and Aldrich CPAs + Advisors to CohnReznick.
CohnReznick to add Aldrich's $8B wealth practice, closing mid-December - The Cullman/Holt Group
Seven-advisor team with $1.3B assets moved from UBS to Wells Fargo
UBS loses 34 advisors as two executives head to &Partners - Economos Private Wealth
New independent practice launched by Nick Economos with $580M from Merrill.
Hightower and Merrill teams launch independent practices with $1B-plus in assets - Perennial Wealth Partners
Eight-person Hightower team launched independent practice under Integrated Partners.
Hightower and Merrill teams launch independent practices with $1B-plus in assets - Capfinancial Securities
Captrust broker/dealer that the incoming team will use
Captrust adds $3B Hoge-Barrett team from Truist in Winston-Salem - Hoge-Barrett Group
13-person team joined Captrust from Truist with $3B in client assets
Captrust adds $3B Hoge-Barrett team from Truist in Winston-Salem - Africa Nature Impact Fund
Launched with $100 million by FSD Africa Investments and Finance Earth
New York State Common Retirement Fund announces $456.3 million in real estate commitments - AIP Capital
Co-launched a $1 billion real assets fund on Oct. 13
New York State Common Retirement Fund announces $456.3 million in real estate commitments
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