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Parallel Advisors, LLC Announces Acquisition of Eaton Financial Group

Oakmark Select Fund Q2 2026 Commentary

Advisor360° Hires New CEO

Serial entrepreneur Milind Mehere has co-founded and run several successful technology companies, including YieldStreet, and Yodle and recently launched his own AI firm.

AlphaCore Adds a $1B Colorado-based RIA Elk River

Constellation-backed Alphacore continues to scale in Colorado with the acquisition of Elk River Wealth Management.

Bill Crager to Lead New Company, Field

Combining two recent acquisitions of iAltA, the new firm will build the wealth intelligence and data layer needed by RIAs.

NFP acquires Ohio-based advisory firm

NFP taps restructured wealth practice for first Cleveland-area deal since Aon's $2.7 billion divestiture

Dynasty Elevates Silicon Valley-Based Private Markets Provider for Advisors

Allocate, founded by a Silicon Valley banker in 2021, will be a preferred private markets provider for the Dynasty network’s of more than 725 advisors.

Focused on the Future: Growing an Advisory Firm Organically with James Bogart

Bogart Wealth's James Bogart discusses why investing in people, data and future advisors is essential for creating an enduring organization

Robinhood, TradePMR Launch RIA Referral Program

Robinhood and TradePMR’s RIA referral program is live for a select group of advisors and clients; separately, executives said TradePMR will keep Wells Fargo as a custody and cleari...

Hall Financial Advisors: Best in Class

Accessible as they are approachable, Hall Financial Advisors guides clients through every stage of life.

Deals & Moves: Savant Wealth Plants Flag In Maine, Cerity Expands to Oregon

Also, broker/dealer giants Osaic and LPL Financial both lure advisor teams to their W-2 employee channels.

NewEdge Advisors Gives Teams Direct AI Access Through Anthropic's Claude

The RIA provides advisors with Anthropic's Claude tools for portfolio analysis, meeting prep and prospecting while maintaining compliance guardrails and data security.

Deals & Moves: Dynasty Seeds New RIA Consulting Arm Via Acquisition

Also, Mariner acquires an RIA focused on first responders, MAI Capital expands in the Northeast, and $3.3B Crewe sells a minority stake to WPCG.

Altruist Opens Waitlist for Hazel’s AI Agent for Financial Planning

Altruist is giving early access to some advisors who want to try Hazel’s financial planning AI agent; the company is targeting August for a general launch of the feature.

Wells Fargo Advisors Breakaway to Launch RIA, Asset Manager With Dynasty

The new Dynasty platform RIA includes N10° Wealth and N10° Assets, with plans to list an ETF on the New York Stock Exchange later this year.

M&A Trends in Wealth Management: Growth, Valuations and Succession Planning

Marshberry's John Orsini explores how advisors can prepare for a potential acquisition.

Bankers Edge Advisory Launches Buy-Side M&A Practice for Lower Middle Market Platform Builders

A single advisor across deal origination, platform creation, capital formation, and transaction execution - built for private equity firms, family offices, independent sponsors, an...

Bankers Edge Advisory Launches Buy-Side M&A Practice for Lower Middle Market Platform Builders

A single advisor across deal origination, platform creation, capital formation, and transaction execution - built for private equity firms, family offices, independent sponsors, an...

Live Oak CEO Sells $737,000 in Stock as Shares Climb 35% Over the Past Year

This North Carolina-based commercial lender reported a notable insider sale amid continued growth in lending and wealth management services.

WealthStack Roundup: Orion Achieves ISO 42001 AI Certification

The advisor technology firm joins a small group of firms globally with the AI management system standard, including Nitrogen.

The Diamond Podcast for Financial Advisors: From “Overservicing” Clients to Building a $1B RIA

Michael Smith, Managing Partner and Founder at Emerald Advisors, shares how a client-first philosophy, niche specialization and independence helped his firm grow from $385 million...

Archstone Financial Announces Acquisition of GateHouse Financial Advisors

Archstone Financial welcomes GateHouse Financial Advisors, strengthening a shared commitment to client-centered planning and trusted relationships WORCESTER, Mass., July 6, 2026 /P...

Integrated Partners on Building a ‘Forever Company’

The founder-owned RIA has recruited $4 billion in assets this year, appealing to advisors who want to avoid private equity-backed firms and maintain autonomy.

Region financial advisor named to Forbes list

Marc Ruiz of Oak Partners is a Forbes Best-In-State Wealth Advisor for 2026.