Northwestern Mutual Private Client Group Socium Advisors Acquires $1.6B Amplify Wealth Partners

April 3, 2026

Savant Wealth Management Adds $6 Billion Exencial Wealth Advisors

April 2, 2026

T. Rowe Price Appoints Bill Cashel as Head of Alternatives for U.S. Wealth

April 1, 2026

Orizon Wealth Management Transitions $250M in Assets to Arkadios Capital

April 1, 2026

Cambridge Broker-Dealer Acquires $800 Million WealthPlanners

March 26, 2026

FINRA Fines Broker-Dealer $600K for Off-Channel Communications, Recordkeeping Failures

March 26, 2026

Reszi Hires Matthew Bowen to Lead RIA Distribution Efforts

March 25, 2026

Composition Wealth Adds $900M Edgewater Team From Northwestern Mutual

March 24, 2026

Former Ameriprise/LPL-Affiliated Team Brings $200M in Assets to Cetera

March 20, 2026

Wyoming Advisers Launch $600M Legacy Ridge With LPL Financial

March 17, 2026

Carson Wealth Acquires $245M Nebraska Firm Formerly With LPL

March 11, 2026

Kestra’s Bluespring Affiliate Reports $1.3B in Assets After Florida RIA Merger

March 11, 2026

NewEdge Advisors’ Pillar Channel Adds $6B Alabama Advisory and Surpasses $14B

March 10, 2026

Perigon Wealth Appoints Pair to Drive Systematic Organic Growth

March 9, 2026

Fidelity Launches Model Portfolios, Education Program to Expand Access to Alts

March 5, 2026

Navigating the SEC’s Path Toward Digital Modernization

March 5, 2026

Washington RIA Compass Financial Transitions From Commonwealth to Arkadios Capital

March 5, 2026

Capital Group, KKR Launch Public-Private Equity Interval Fund for Retail Investors

March 4, 2026

Former Commonwealth Adviser With $352M in Client Assets Joins Osaic

March 4, 2026

Savant Wealth Management Partners With $3.9B Heritage Financial Services

March 3, 2026