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Named among six connectors added to Claude for Financial Advisors
Anthropic adds six connectors to Claude for Financial Advisors - MSCI
Named among six connectors added to Claude for Financial Advisors
Anthropic adds six connectors to Claude for Financial Advisors - Steward Partners
Its own 12-month deal mix implies about 1.7x the reported count
Wealth managers announced 156 RIA deals, closed 50 in 90 days - Freehold Wealth Management
Three-person team with $576M in client assets moved to Osaic from Stifel.
Osaic president says recruiting turned 'very, very fierce' - Ground Control Business Management
Acquired Atlantic Swiss, a media and sports wealth manager
19 RIA deals in a week as Mariner seeks $150 million in debt - Modera Wealth Management
Launched proprietary agentic AI platform with about $20B administered
19 RIA deals in a week as Mariner seeks $150 million in debt - SEC
Adopted final rule allowing one commissioner to act in some cases
19 RIA deals in a week as Mariner seeks $150 million in debt - Silver Lake Capital Partners
Acquired by Beacon Pointe; reported at about $200 million
19 RIA deals in a week as Mariner seeks $150 million in debt - WorthPointe Financial Planners
Acquired by Beacon Pointe; reported at about $1 billion
19 RIA deals in a week as Mariner seeks $150 million in debt - Aspen Standard Wealth
Bought Cullen Investment Group, its fourth deal of 2026
RIA sale prices depend on client retention and deal structure - Cullen Investment Group
Bought by Aspen Standard Wealth in its fourth 2026 deal
RIA sale prices depend on client retention and deal structure - JPMorgan
Atwood and Scott left it with $18.6B in client assets to open Latigo
Hightower announced three RIA deals and closed none in 90 days - NDF III
Final close at $1 billion, twice its $500 million target and largest ever
Hard assets outraise credit by $5.3B as fundraising falls 14% - Sammons Financial Group
Placed Beacon, NorthRock and Wealthcare under Criterion
RIA sale prices depend on client retention and deal structure - Wealthcare
Placed under Criterion by Sammons, retains brand and Form ADV
RIA sale prices depend on client retention and deal structure - XY Planning Network
Has 110 firms working toward registration, up from 60 a year earlier
Hightower announced three RIA deals and closed none in 90 days - Kintra Wealth
Added Great Scott Financial Services, a six-advisor team.
RBC, Kintra, Pinnacle, Modern add 20 advisors - The Kellam Group
Named as moving seven advisors with $1.2B from Truist to Rockefeller
Janney, Osaic, Rockefeller listed as adding teams worth $7B combined - Advisor Growth Strategies
Reported median RIA deal multiple was 11.6x EBITDA in 2025
Steward CEO says RIA deal volume runs up to 5x tracked totals - Fitch Ratings
Fitch Ratings scored standalone wealth managers, advisory firms, private banks and retail banks at 40 out of…
Fitch scores wealth managers 40 out of 100 on AI disruption risk - S&P Global Ratings
Says the $150M add-on borrowing will not affect Mariner's credit ratings
Mariner Wealth Advisors seeks $150 million loan add-on; Moody's sees year-end debt/EBITDA at 6.7x - Aldrich CPAs + Advisors
Being brought in to CohnReznick in mid-December deal with $8B wealth practice
Apella buys Blue Spark for $261 million - Prince Financial Services
Added by LPL as a $1 billion Seattle team from Northwestern Mutual
Captrust's 68% staff ownership is part of Truist deal - VestGen Wealth Partners
Secured an undisclosed-size credit facility for Midwest RIA deals
VestGen Wealth Partners secures credit facility from Willow Tree for Midwest RIA deals - Willow Tree Credit Partners
Provided VestGen an undisclosed-size credit facility for Midwest RIA deals
VestGen Wealth Partners secures credit facility from Willow Tree for Midwest RIA deals
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