Aspen Standard Wealth makes dealmaking debut with Summitry acquisition - InvestmentNews CONTINUE TO SITE CONTINUE TO SITE SEARCH

RIA moves: Merit marks 51st acquisition with $715M indie RIA - InvestmentNews CONTINUE TO SITE CONTINUE TO SITE

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

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

move for the 2026 deal season. Merit expands tax planning footprint with SSC Wealth acquisition Merit Financial Advisors is

LPL, Ameriprise once again report attacks on client data to Maine. - InvestmentNews CONTINUE TO SITE CONTINUE TO

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

UBS profit jumps 80% as wealth inflows and client activity fuel growth - InvestmentNews CONTINUE TO SITE CONTINUE

TO SITE CONTINUE TO SITE SEARCH LOGIN SUBSCRIBE Login REGULATION, LEGAL & COMPLIANCE Client information data breach costs

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

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

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

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

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

that the firm continues to offer “meaningful opportunities to grow through client acquisition and by

and retirement plan markets. The combined firm will represent $640 billion in client assets, serving more than

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

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

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

in Michigan. DEC 17, 2025 By  Leo Almazora Shortly after a key tax-focused acquisition in California

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

of heavy technology users are higher-growing practices in terms of new client acquisition over a

than three decades of industry experience, he will focus on boosting advisor productivity, increasing client acquisition, and strengthening

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

and analytics tools. 14. Kwanti Kwanti is a portfolio analytics and client acquisition tool for

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

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

The firm has said it will have about $220 billion of private credit client assets once it completes

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

2025 By  Leo Almazora Merit Financial Advisors has expanded its national footprint with the acquisition of two

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

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

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

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

of August 31 – advance its multi-year growth strategy, with a focus on talent acquisition, technology upgrades, client-facing

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

announcing billion dollar-plus transactions on Tuesday. Mercer Advisors expands Southern California presence with tax-focused acquisition Mercer Advisors has acquired

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

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

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

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. RIA

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

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

Leo Almazora Amid the first flurry of RIA merger and acquisition announcements for February

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

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

LPL Financial maintains its on path to reach goals of Commonwealth acquisition. - InvestmentNews CONTINUE TO SITE

and executives previously told InvestmentNews that they aspired to eventually launch a client referral network .  This Q&A

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

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

a third-party vendor that Advisor Group uses for some of its client mailings. MAY 25, 2023

a "unified intelligence system," allowing advisors to query information across a client's financial picture and

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

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

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

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

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

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

of client service, an assistant to that person, and another mid-level client service person,” says Webb

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

expansions in the West and Midwestern US, with CWA's $849 million acquisition giving it additional footholds

network. The San Francisco-based RIA, which oversees about $11.2 billion in client assets as of

long-term vision." Another LPL affiliate, Legacy Wealth Management managing $1.2 billion in client assets, exited the

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

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

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

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

more than $5 billion in assets under management onto its platform. The acquisition highlights Creative Planning’s

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

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

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

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

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

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

this because many custodians run retail businesses that compete directly with advisors for end-client relationships," TradePMR's Robb

Management in partnership with RFG Advisory , bringing more than $230 million in client assets into the

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

Pointe ’s existing team in Newport Beach, California. The MGB Wealth Management acquisition also marks Beacon Pointe

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

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

the RIA space, Modern Wealth Management has locked down its first deal with the acquisition of Barber

RIA platform. Pope, transitions from Edward Jones where he managed approximately $160 million in client assets and operates

activity in the wealth management sector, including LPL Financial’s $2.7 billion acquisition of Commonwealth

Pointe ’s existing team in Newport Beach, California. The MGB Wealth Management acquisition also marks Beacon Pointe

Steve Randall A veteran advisory team overseeing roughly $2.4 billion in client assets has launched a