The loss of a $129 billion team for Merrill set the high-water mark in a year that also saw the departure of huge teams from ...

Wealth Enhancement announced that it has acquired Ascent Private Wealth, a hybrid RIA in Spartanburg, S.C. that oversees more than $240 million in client assets.

Something fundamental has shifted in wealth management over the past year. Walk into any advisory firm today and you’ll hear the same story: clients aren’t asking if they should own crypto anymore.

Envestnet has rolled out its fourth-quarter 2025 technology updates for the Envestnet | Tamarac platform, sharpening its focus on a core challenge facing ...

Two weeks ago, Tampa, Fla.-based Concurrent Investment Advisors announced that it had added seven advisory firms in the fourth quarter, lifting assets under advisement past $15 billion and growing ...

Learn how Wealth Enhancement compares to other financial advisors.

A new survey from DeVoe & Co. suggests a big shift in what RIA firms need today in order to attract potential acquirers. (Hint: It's no longer just superstar advisors.) ...

CEOs and presidents at some of the country’s largest RIAs reflect on a year of rampant acquisition and professionalization ...

IRVING, Texas, Dec. 23, 2025 /PRNewswire/ -- United Capital Financial Advisors (United Capital), an established registered investment advisor (RIA), today announced the acquisition of Groebl Brothers, ...

Corey Kupfer is founder & managing partner of Kupfer PLLC, a law firm that specializes in working with RIAs on M&A, tuck-ins, breakaways and succession planning. He’s been telling InvestmentNews how ...

A Stamford-based registered investment advisory firm said it has raised $475 million in capital from an alternative asset ...

Discover why financial advisors are becoming independent RIAs: autonomy, financial rewards, client focus, flexibility, and ...