Wealth Management

Atlanta-based Merit Financial Advisors makes its 54th acquisition, planting its flag in Detroit and highlighting a private equity-fueled consolidation wave.

The wealth management giant continues its aggressive national expansion, absorbing firms in Massachusetts, Wisconsin, and Texas in a consolidating industry.

EP Wealth adds $390M AUM by acquiring Santa Fe's LongView, a B Corp leader, blending its national growth strategy with a deep commitment to ESG.

The Cleveland-based RIA's acquisition of Seattle's Clarius Group creates a $55B powerhouse, signaling a major push into the ultra-wealthy market.

Two St. Louis advisory firms unite to form a $500M powerhouse, expanding nationally and offering a new model for advisor succession planning.

Neil Henning's $75M move from Commonwealth to Cetera highlights a larger trend of advisors seeking new homes after major mergers and acquisitions.

The advisory giant continues its aggressive national expansion, adding a key Minneapolis firm and signaling a new competitive era for Midwest wealth management.

The acquisition expands Simplicity's national DI platform, leveraging Source Brokerage's deep expertise in complex institutional insurance markets.

A major private equity investment in The Forge Companies signals a shift toward integrated financial planning for a complex and fragmented settlement market.

A key advisory firm's nod pushes the ~$299M deal closer to reality. Shareholders vote next month on a merger set to reshape Ohio's financial landscape.

Ritholtz Wealth Management defies industry trends by expanding ownership to 29 employees, cementing its independence in an era of private equity deals.

Osaic is giving its 11,000 advisors an AI edge, partnering with FINNY to automate prospecting and accelerate growth in a major industry shift.

A crucial endorsement from advisory firm ISS gives Farmers' $299M deal to acquire Middlefield Banc Corp. significant momentum ahead of a shareholder vote.

ClearTrust Wealth Advisors, a $1.4 billion team, ditches Ameriprise for NewEdge, highlighting the growing exodus of top talent to independent platforms.

ABN AMRO balances stability with fresh international insight, appointing an internal successor while nominating a veteran European banker to its board.

Orange Bank & Trust CEO Michael J. Gilfeather's election to the NY Fed board brings a vital regional economic perspective to national monetary policy.

A new partnership embeds psychological coaching into AI, promising advisors who are not just more efficient, but more human. Is this the future of wealth?

SLK Private Wealth rebrands to Evolve, marking a new chapter for the $2B firm and signaling its ambitious plans in the competitive independent RIA space.

Intention.ly's enhanced Advisor Brand Builder uses AI and human expertise to combat templated marketing, offering personalized brands for financial advisors.

Axis Insurance acquires three financial firms, bolstering its national presence and signaling a deeper push into the life, benefits, and wealth markets.