Surging oil has energy stocks powering client portfolios. Should advisors stick around? - InvestmentNews CONTINUE TO SITE CONTINUE TO

Cambridge deepens succession strategy with WealthPlanners acquisition - InvestmentNews CONTINUE TO SITE CONTINUE TO SITE SEARCH LOGIN SUBSCRIBE

Wealth Enhancement enters Ann Arbor with $118M hybrid RIA acquisition - InvestmentNews CONTINUE TO SITE CONTINUE TO SITE

Mercer to boost private markets scale through AltamarCAM acquisition - InvestmentNews CONTINUE TO SITE CONTINUE TO SITE

Mercer to boost private markets scale through AltamarCAM acquisition - InvestmentNews CONTINUE TO SITE CONTINUE TO SITE

Fintech Bytes: Elizabeth Warren tackles MrBeast over acquisition of teen money app Step - InvestmentNews CONTINUE TO SITE

Advisors push crypto into mainstream with record client allocations, new strategic themes - InvestmentNews CONTINUE TO SITE CONTINUE TO

Advisors push crypto into mainstream with record client allocations, new strategic themes - InvestmentNews CONTINUE TO SITE CONTINUE TO

Cambridge deepens succession strategy with WealthPlanners acquisition - InvestmentNews CONTINUE TO SITE CONTINUE TO SITE SEARCH LOGIN SUBSCRIBE

Wealth Enhancement enters Ann Arbor with $118M hybrid RIA acquisition - InvestmentNews CONTINUE TO SITE CONTINUE TO SITE

RIA moves: RWA makes M&A comeback with West Coast acquisition - InvestmentNews CONTINUE TO SITE CONTINUE TO SITE

Fintech Bytes: Elizabeth Warren tackles MrBeast over acquisition of teen money app Step - InvestmentNews CONTINUE TO SITE

Fintech Bytes: Elizabeth Warren tackles MrBeast over acquisition of teen money app Step - InvestmentNews CONTINUE TO SITE

Banks brace for client shift to non-bank rivals as AI skills gap widens, report reveals - InvestmentNews

Wealth management’s overlooked client base - InvestmentNews CONTINUE TO SITE CONTINUE TO SITE SEARCH LOGIN SUBSCRIBE Login

Fintech Bytes: Elizabeth Warren tackles MrBeast over acquisition of teen money app Step - InvestmentNews CONTINUE TO SITE

GCG and F.L.Putnam strike deals to expand reach, talent, and client offerings nationwide - InvestmentNews CONTINUE

RIA channel over the past decade, but 57% of RIAs named new client acquisition as a

limit client buybacks after customers seek to cash out Meanwhile, KKR FS also limits client redemptions. APR 02, 2026

Surveys show silent money strains shaping client behavior - InvestmentNews CONTINUE TO SITE CONTINUE TO SITE SEARCH LOGIN

frothy financial advisor hiring market, due in large part to LPL’s acquisition for $2

the type of firm we aspire to become.” The acquisition also strengthens Maridea’s

Donaldson, better known as MrBeast, is making a push into financial services with his acquisition of Step

Donaldson, better known as MrBeast, is making a push into financial services with his acquisition of Step

is legally bound to manage the assets of a client or beneficiary.  What does

is legally bound to manage the assets of a client or beneficiary.  What does

expand its ultra-high-net-worth and family office capabilities with the acquisition of The

out in court bid to toss $133 million legal payment to client. - InvestmentNews CONTINUE TO

By   Leo Almazora Citi Wealth has agreed to place $80 billion in client assets under BlackRock's

Oppenheimer elevates David Fleming to expanded leadership role in Private Client Division - InvestmentNews CONTINUE TO SITE

Prudential Advisors adds two seasoned recruits overseeing $300M in client assets - InvestmentNews CONTINUE TO SITE CONTINUE TO

has acquired. His remit includes working with firm leaders on strategic planning, advisor and client acquisition, and long

Merit continues M&A spree, expands into ‘comeback city’ Detroit with TL Financial acquisition - InvestmentNews CONTINUE TO SITE CONTINUE TO

Fintech bytes: FMG dives into advisor reviews with Testimonial IQ acquisition - InvestmentNews CONTINUE TO SITE CONTINUE TO SITE

while Allworth returns to the deal table with its own $460 million upmarket acquisition. DEC 02, 2025 By

Ben Henry-Moreland analyze whether new AI financial advisor offering can overcome the perennial client acquisition cost problem. ADVISORTECH

Last year research from Capital Group found that active ETFs could serve as a client acquisition magnet for

do! Advisors reflect on the best ways to 'fire' a client - InvestmentNews CONTINUE TO

last year by Capital Group also found that active ETFs could serve as  a client acquisition magnet  for

out in court bid to toss $133 million legal payment to client. - InvestmentNews CONTINUE TO

starts to take shape, AcquireUp's report argued. When that happens, running a client acquisition process “again next

senior director at Cerulli, in a statement. “To optimize long-term client acquisition, providers will need

research shows continued importance of earning trust, with changing markets and calming client nerves emerging as top

A Key people: Jeff Dekko (CEO), Jim Cahn (chief strategy officer), Michelle Brownstein (chief new client development officer), Kelly Windorski

senior director at Cerulli, in a statement. “To optimize long-term client acquisition, providers will need

Altruist CEO and founder Jason Wenk. New features promise faster analysis of client returns and documents

into the financial advisor market a year ago with its $300 million acquisition of RIA

into the financial advisor market a year ago with its $300 million acquisition of RIA

Ben Henry-Moreland analyze whether new AI financial advisor offering can overcome the perennial client acquisition cost problem. RIA

s CEO and WealthReach co-founder, who has guided more than 250 RIAs on client acquisition strategies. "WealthReach is

SITE SEARCH LOGIN SUBSCRIBE Login RIA NEWS Wealth Enhancement expands Midwest reach with AEGIS Financial deal Acquisition takes firm’s total

Altruist CEO and founder Jason Wenk. New features promise faster analysis of client returns and documents

website needs to be compelling enough to get the prospective client to click

Ben Henry-Moreland analyze whether new AI financial advisor offering can overcome the perennial client acquisition cost problem. TAMPS

Ben Henry-Moreland analyze whether new AI financial advisor offering can overcome the perennial client acquisition cost problem. TAMPS

announce expansions of their own. Mercer Advisors adds nearly $1 billion in acquisition twofer Mercer Advisors is

service delivery, technology, trading and operational functions. Key priorities include improving advisor productivity, strengthening client acquisition and retention

Owner and CEO Vincent Camarda pleaded guilty to securities fraud after allegedly funneling client money into a

Owner and CEO Vincent Camarda pleaded guilty to securities fraud after allegedly funneling client money into a

Owner and CEO Vincent Camarda pleaded guilty to securities fraud after allegedly funneling client money into a

Phillips Journey Strategic Wealth, a $5 billion RIA, becomes the first external acquisition for Hightower

2B super-ensemble in Massachusetts Lexington Wealth Management becomes the second external acquisition for HTSW

2B super-ensemble in Massachusetts Lexington Wealth Management becomes the second external acquisition for HTSW

Partners achieve and sustain organic growth. Developing next-generation talent, particularly in client acquisition, is critical to

are both betting on physical office space as a way to deepen client engagement – but the

a partnership with Bethesda, Maryland-based Divergent Planning, adding approximately $418 million in client assets and establishing

Owner and CEO Vincent Camarda pleaded guilty to securities fraud after allegedly funneling client money into a

Owner and CEO Vincent Camarda pleaded guilty to securities fraud after allegedly funneling client money into a

Arax Investment Partners has expanded its presence in the Eastern US with another acquisition in the

replicators and providers.” Robinhood’s push into the RIA industry includes its upcoming client referral program launched with

Arax Investment Partners has expanded its presence in the Eastern US with another acquisition in the

across the sector continues. Modern Wealth Management enters the Florida market through its acquisition of Legacy

the previous quarterly record. Among the standout transactions were Creative Planning’s pending acquisition of SageView

Roth IRA Conversion   Does a Roth IRA conversion make sense for your client?   A key

2B super-ensemble in Massachusetts Lexington Wealth Management becomes the second external acquisition for HTSW

2B super-ensemble in Massachusetts Lexington Wealth Management becomes the second external acquisition for HTSW

Financial Solutions, a New Jersey-based firm with about $150 million in client assets. The move

2025 By   Leo Almazora Wealth Enhancement is extending its 2025 M&A run with the acquisition of L.M.

across the sector continues. Modern Wealth Management enters the Florida market through its acquisition of Legacy

Robinhood, according to Herzog. In late 2024, Robinhood announced its $300 million acquisition of RIA

Login EQUITIES Motley Fool Wealth Management to join Apollon in 2026 deal Client services will be broadened

a partnership with Bethesda, Maryland-based Divergent Planning, adding approximately $418 million in client assets and establishing

Owner and CEO Vincent Camarda pleaded guilty to securities fraud after allegedly funneling client money into a

home, however, then advisors say they need to dive deeper into the client's risk tolerance , tax

capacity to support RIAs through a new partnership. Aspen Standard expands with Boston acquisition Aspen Standard Wealth has

Financial Solutions, a New Jersey-based firm with about $150 million in client assets. The move

& COMPLIANCE Mercer faces second class-action lawsuit after ShinyHunters cyberattack Millions of Mercer client records were allegedly exposed

with a female-led boutique firm, while AssetMark adds another $3 billion in client assets. DEC 16, 2025

2026 By   James Rogers Merit Financial has grabbed another former Commonwealth firm with the acquisition of Newtown

going to be able to do faster meeting prep and client reviews, proposals, generations, plan

partnership will also give Goldman access to T. Rowe Price’s substantial retirement-focused client base, which accounts for

going to be able to do faster meeting prep and client reviews, proposals, generations, plan

founders Alex Norcliffe and Lindsay Brady Era, founded by former Stripe employees, replaces traditional client-advisor interaction with automated

federal judge had other ideas. RIA NEWS DEC 23, 2025 UBS advisor's family referral leaves client battling for $1

time of its purchase by LPL for $2.7 billion. LPL’s acquisition of Commonwealth

000 advisor-client meetings . “We want to make sure that the end client is aware that AI

management software? Discover top tools advisors trust for streamlined oversight and smarter client reporting JUL 25, 2025

now facing legal and political uncertainty, advisors are ascertaining which parts of client portfolios might be most

a $6 billion firm based in Oklahoma, while a $1.5 billion acquisition extends Mercer Advisors ' reach

western and central Pennsylvania market has long been an area of strong client interest for us