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Search the network’s Firm & Fund Lookup- Uniting Wealth Partners
Dana Cornell joined its Olean, New York office from Morgan Stanley
Fidelity tells sub-$100 million RIA clients to reach $100 million or leave by mid-2027 - Winthrop & Co.
Compiled analysis of 38 $1B-plus advisor team moves
Non-wirehouse employee firms won 15 of 38 $1B-plus team moves - Dynasty Financial Partners
Hired a chief marketing officer in a senior marketing staffing addition.
Dynasty hires CMO as Mercer and AlphaCore fill data and finance posts - BetaNXT
Will add Pave Finance's portfolio software to wealth management suite.
Allspring and Vestmark build tax-aware models as BetaNXT adds Pave - Pave Finance
Its portfolio software will be added to BetaNXT's wealth management suite.
Allspring and Vestmark build tax-aware models as BetaNXT adds Pave - Citizens Private Wealth
Added $3.28B in client assets by lifting three advisor teams
Citizens Private Wealth adds $3.28 billion via three liftouts - Raymond James Financial
Reported record fiscal 2026 net revenue of $15.79 billion, up 12%.
Raymond James posts record fiscal 2026 net revenue of $15.79 billion - Capital Group
Research found 83% of advisors use AI weekly but only 13% for frontier work
Capital Group: 13% of advisors use AI beyond basics - WisdomTree
Forms strategic relationship for co-branded model portfolios via Quorus.
Vestmark and Allspring build tax-aware model portfolios - PCCP
Named in a $163.9 million closing among Oct. 27 real estate deals.
Seven real estate deals total $1.22 billion on Oct. 27 - CFP Board
Partnered with Schwab to host the first National RIA Day.
Schwab sets Feb. 17, 2027 for first National RIA Day - ECHELON Partners
Counted 125 Q3 RIA deals and expects over 500 in 2026.
PE-backed buyers' share of RIA deals slips to 73.6% in Q3 - CGF2021 LLC
Umbrella LLC whose two series sold their entire offerings.
Four CGF series sell $1.6 million; iCapital, 8VC report zero - Midwest Financial Group
Five-person team with $450M in client assets left Commonwealth for Osaic.
Osaic president says recruiting turned 'very, very fierce' - EMXC
Emerging markets ex-China fund drew $1.44B in latest week
iShares funds take in $9.8 billion as SOXX alone adds $5.3 billion - IGV
Software ETF lost $1.07B while sector category drew money
iShares funds take in $9.8 billion as SOXX alone adds $5.3 billion - LQD
Corporate bond fund drew $1.30B, outweighing HYG's outflow
iShares funds take in $9.8 billion as SOXX alone adds $5.3 billion - Sowell Management
Promoted Dooley to CIO to run a new Office of the CIO for advisors.
Sowell Management promotes Scott Dooley to CIO - ACORE Capital
Launched advisor-focused real estate investment platform
19 RIA deals in a week as Mariner seeks $150 million in debt - Blackstone
Raised nearly $9 billion, including record $2.9 billion by BXPE
19 RIA deals in a week as Mariner seeks $150 million in debt - BXPE
Accounted for record $2.9 billion of Blackstone's nearly $9B raise
19 RIA deals in a week as Mariner seeks $150 million in debt - Credent Wealth Management
in research commissioned by Credent Wealth Management
19 RIA deals in a week as Mariner seeks $150 million in debt - Crescent Private Lending Evergreen Fund (Luxembourg) SCSp
Filed a private lending evergreen fund offering at undisclosed amount
19 RIA deals in a week as Mariner seeks $150 million in debt - FINNY AI
Charges $50 monthly and takes an unstated share of assets advisors win
Claude asks RIAs for 20 seats and a $4,800 minimum - iShares Core S&P 500 ETF
Took in $2.8 billion in reported weekly net flows
19 RIA deals in a week as Mariner seeks $150 million in debt
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