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Search the network’s Firm & Fund Lookup- R Meier Wealth Management
Acquired by Beacon Pointe in a three-RIA deal
19 RIA deals in a week as Mariner seeks $150 million in debt - Aldrich
Selling its $8B wealth practice to CohnReznick
RIA sale prices depend on client retention and deal structure - AlphaCore
Announced three smaller deals and closed none in the window
Hightower announced three RIA deals and closed none in 90 days - Ascentis Wealth Management
Added four Raymond James practices with more than $1B in assets.
UBS Bought $5.3 Billion of Recruits and Lost $11 Billion - Bahnsen Group
Agreed to buy Hightower Naples under Hightower franchise model
RIA sale prices depend on client retention and deal structure - Goldman Sachs Custody Solutions
Will custody Truing Capital Advisors client assets
The $947 Million Median Is Not the Bid a Sub-$1B RIA Gets - Lido Advisors
Co-CEO floated cross-border deals for the $42.5 billion RIA
Steward CEO Jim Gold says RIA deal volume may run five times reported - Modern Wealth
Acquired 4thGEN in a deal involving a $330 million California practice
Steward CEO Jim Gold says RIA deal volume may run five times reported - NextEra
Secured $5.7B for three federal gas-fired energy hubs by 2032
Hard assets out-raised private credit by $5.3B in Q3 - Oppenheimer & Co.
Lost Lerner's Atlantic Group and $1.6B to Ameriprise.
UBS Bought $5.3 Billion of Recruits and Lost $11 Billion - Rise Private Wealth Management
Ameriprise breakaway RIA launched by about 40 advisors with $8B.
UBS Bought $5.3 Billion of Recruits and Lost $11 Billion - Sanctuary Wealth
Adds bQuest aging-care tools for partner firms; pricing not disclosed.
Fidelity's $100 million floor meets Anthropic's $4,800 minimum - Syntax
Sends custom indices into Schwab's iRebal for advisor model building.
Fidelity's $100 million floor meets Anthropic's $4,800 minimum - TerraWatt
Proposed up to 1 GW of data center capacity; 2027 closing is contingent
Hard assets outraise credit by $5.3B as fundraising falls 14% - WorthPointe
Its $1B acquisition by Beacon Pointe closed without founder Van Slyke
Hightower announced three RIA deals and closed none in 90 days - F2 Strategy
Conducted survey showing improved organic growth among 30 wealth firms
F2 survey: 17% of wealth firms ask for referrals as a step - Great Scott Financial Services
Moved from Commonwealth/LPL Financial to Kintra Wealth.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Pinnacle Asset Management
Added Brown, Taylor, Shaw & Associates, a four-advisor team.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Truist Wealth
Named interim co-heads after leadership departures and moves.
RBC, Kintra, Pinnacle, Modern add 20 advisors - KPMG
Conducted study finding 43% of investors unlikely to switch for AI
43% of investors unlikely to switch for better AI tools - SIFMA
Sponsored study finding 43% of investors unlikely to switch for AI
43% of investors unlikely to switch for better AI tools - 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 - Broadridge
Built more than 19,000 advisor websites and said its products do not use PHP.
PHP2Shell flaws put RIA website vendors under 72-hour breach-reporting duty - Focus Financial Partners
Added Nevis AI account-opening platform nine months after Jump.
Focus Financial Partners adds Nevis for account opening - OnTrade
Named as co-builder of Modera's Mira AI platform.
Focus Financial Partners adds Nevis for account opening
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