Daniel R. Vance

RIAs · 15h ago

The Mather Group Expands in Dallas-Fort Worth via Legacy Consulting Deal

RIAs · 1d ago

Merit, Hightower, Trilogy close billion-dollar RIA deals ahead of holiday weekend

RIAs · 1d ago

InvestmentNews Opens Nominations for 2027 Top Financial Professionals Ranking

Broker-Dealers · 2d ago

Osaic, Cetera, Raymond James add advisors with $650M in combined assets

RIAs · 2d ago

AlphaCore acquires $400M Delaware RIA to expand Mid-Atlantic footprint

RIAs · 2d ago

Mesirow Wealth Hires Morningstar's Arnold to Lead Investment Solutions

RIAs · 3d ago

Wealthspire launches $2.9B sports and entertainment unit with NIL program

RIAs · 3d ago

Aspen Standard Wealth acquires $1B Louisiana RIA Cullen Investment Group

Broker-Dealers · Oct 5

Advisor Switching Rate Hits 8.6% as Broker-Dealers Compete on Tech and Brand

RIAs · Oct 2

Procyon and Savant Expand with $628M in Combined RIA Acquisitions

Broker-Dealers · Oct 1

NFL Referee Shawn Hochuli Balances Gridiron Duties With $500M LPL Practice

RIAs · Oct 1

Cerity Partners expands with three acquisitions totaling $2B in assets

RIAs · Sep 30

Wealth Enhancement to acquire RWA Wealth Partners, adding $22.5B and family office

RIAs · Sep 30

Carson, Mesirow, DayMark Add Advisors in Ohio, Illinois, Florida

Broker-Dealers · Sep 30

Kestra adds $550M Texas planning firm as platform expansion continues

Broker-Dealers · Sep 28

Northern Trust expands family office unit with two senior New York hires

RIAs · Sep 28

RIA deal volume slides 19% in Q3 as volatility stalls sales

RIAs · Sep 25

Verdence Capital Advisors hits $5B AUM with Harvest Investment Consultants deal

Broker-Dealers · Sep 24

LPL Reels In $430M Texas Trio; &Partners, Cetera Add Teams

RIAs · Sep 24

InvestmentNews Opens 2027 Best Places to Work Nominations for Wealth Firms

RIAs · Sep 24

Edelman Financial Engines taps Empower veteran Tina Wilson as chief retirement officer

Broker-Dealers · Sep 23

Ameriprise launches $100M TV ad blitz as Q2 client flows slide to $3.1B

RIAs · Sep 23

Captrust absorbs two Long Island firms with $1.2B in combined assets

RIAs · Sep 23

Cerity Partners adds $1.4B from Shufro Rose teams in New York expansion

RIAs · Sep 22

Mercer Advisors names Cynthia Loh as first chief platform officer

Broker-Dealers · Sep 22

FINRA fines Osaic-owned American Portfolios $1.6M over UIT supervision lapses

RIAs · Sep 22

Hightower names ex-Vanguard exec president, reshapes Signature Wealth leadership

RIAs · Sep 18

Cerity Partners acquires $2B Iowa RIA Gilbert & Cook, expanding 2026 buying spree

RIAs · Sep 18

Advisor Moves Hit Record 11,172 in 2025; Client Impact Should Drive Decisions, Q Wealth CEO Says

Broker-Dealers · Sep 17

Sanctuary Wealth recruits estate, M&A, and marketing specialists to bolster partner services

RIAs · Sep 16

Apella Wealth closes two acquisitions, pushing AUM past $12 billion

Broker-Dealers · Sep 16

Wichita retirement team with $385M leaves Wells Fargo for LPL

RIAs · Sep 15

Domain Money cuts advisor staff as AI boosts client capacity

RIAs · Sep 15

AlphaCore acquires Streamline Family Office, adding $5B in client assets

RIAs · Sep 15

Choreo names Kelly O'Donnell chief people and transformation officer

RIAs · Sep 14

Carson Group reaches 50 integrated offices with Elios Financial acquisition

RIAs · Sep 11

Only 42% of Advisors Have Formal Succession Plans, Edward Jones Survey Finds

Broker-Dealers · Sep 11

Arete Wealth launches investment bank unit led by veteran Kuruvilla

Broker-Dealers · Sep 10

Baird recruits $220M Edelman advisor for Chandler office as Arizona expansion continues

RIAs · Sep 9

Hightower Signature Wealth Adds Boston Hill Advisors, Boosting AUM Toward $50B Goal

RIAs · Sep 9

BridgePort hires Osaic deal veteran Tina Decker to lead M&A push

Broker-Dealers · Sep 8

Prime Capital hires Glenmede's Hays to lead new endowment and foundation unit

RIAs · Sep 4

Maridea Wealth Management Enters Pennsylvania via Pultro Financial Acquisition

RIAs · Sep 3

Summit Wealth Group acquires Oregon RIA, adding $224M and entering Pacific Northwest

Broker-Dealers · Sep 2

Forbes signs NYSE trader Peter Tuchman for creator network amid rankings suspension

RIAs · Sep 2

F.L.Putnam's record $1B deal marks first Wisconsin entry

RIAs · Sep 2

GRF expands to Canada with Ontario entertainment-focused acquisition

RIAs · Sep 1

Wealth Enhancement buys Virginia RIA, adding $376M in client assets

RIAs · Sep 1

Hightower enlists Dispatch to unify client data as Signature Wealth tops $35B

Broker-Dealers · Sep 1

Oppenheimer recruits ex-UNC standout Joel Berry II for athlete advisory team

Broker-Dealers · Aug 31

Osaic pays $9.4M to settle Triad clients' illiquid investment claims

RIAs · Aug 31

RIAs Boost Tech ETF Holdings in Q2 as Model Portfolios Reshape Flows

Broker-Dealers · Aug 28

FiNet and Raymond James Add Three Teams Managing $700M

Broker-Dealers · Aug 27

Osaic appoints Sayee Bellamkonda as first chief AI and technology officer

RIAs · Aug 26

RIA M&A assets surge 88% to $343B in H1 2026 despite deal count dip

Broker-Dealers · Aug 26

Cresset, Kestra, Janney bolster East Coast ranks with $4.3B in advisor hires

RIAs · Aug 26

Prosperity appoints Forvis Mazars veteran Jeff Lenhart as president

Broker-Dealers · Aug 26

LPL and Raymond James add teams with $470M in client assets

RIAs · Aug 25

Vistria Group to acquire majority stake in Curi Capital, backing $14B RIA's expansion push

Broker-Dealers · Aug 25

LPL Recruits $1.6B Conte Wealth From Cambridge in Multi-Gen Move