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WealthStack Roundup: Astraeus Launches AI Platform for Advisory Firms

In other advisor tech news, Dispatch creates and names four industry veterans to its advisory board, and Orion provides fractional share support for Schwab advisors.

Abreu assessorou consórcio internacional que comprou 90% da SAD do Estrela da Amadora

Grupo de investidores que adquiriu a posição maioritária da sociedade desportiva é composto pelo ADvantage, fundo de capital de risco sediado em Jerusalém, Israel, e pela LEAD, emp...

Transamerica, Great Lakes Advisors Expand Partnership to Managed Accounts

Advisors in Transamerica’s network will now have access to Great Lakes Advisors’ Large Cap Value UMA and SMA strategy.

Cresset Capital Snags Two Managing Directors From Lazard Wealth

Cresset continues its aggressive advisor recruiting push with a duo previously managing $1.1 billion at Lazard for UHNW families and entrepreneurs.

$1.2B Legacy Edge Names Ex-Citizens Wealth Head as CEO

One of the founders of Legacy Edge Advisors, Scott Israel, said the firm had reached the point where it needed a CEO to oversee growth, including adding more advisors and assessing...

AST SpaceMobile Director Adriana Cisneros Buys $619,235 Shares. What Does This Mean for Investors?

Cisneros increased her indirect holdings to 2.4 million shares valued at $140.7 million, signaling continued confidence as the satellite-broadband company expands its network.

Iconic Recruits Two of America's Top M&A Advisors as Its Broker Network Triples and Seller Base Doubles in Under a Y...

Iconic, the tech-enabled M&A advisory firm, today announced that Adrianna Smith and Lana Hout, two of the nation's highest-selling business brokers, have joined its leaders...

UBS Lures $1.4B Los Angeles Team From Bernstein

The four advisors will operate as Lumina Wealth Partners at UBS out of the firm's new Los Angeles office.

Avia Solutions Group Appoints AJ Abedin as U.S. Based Board Director and Senior Strategic Advisor

Dublin-based Avia Solutions Group, the world’s largest ACMI (Aircraft, Crew, Maintenance and Insurance) provider, today announced the appointment… The post Avia Solutions Group App...

Tayeh Capital invests in C-suite advisory firm Council Advisors

CA has over 160 professionals across three practice groups: SSA & Company; The Miles Group; and High Lantern Group. The post Tayeh Capital invests in C-suite advisory firm Coun...

Zephyr's Adjusted for Risk: How to Lead M&A with Strategic Growth in Mind

Steward Partners' Scott Danner and Valerie Rivera discuss scaling from $30B to $50B in AUM through strategic acquisitions

People Moves: RIA Fidelis Capital Adds Bank of America Equity Strategist as Partner

Also, UBS opens a Dallas Hub, AlTi Tiedemann hires an advisor to lead its Miami office, and Arch’s Anvil adds a consultant with RIA compliance and COO experience.

$1.3B Tampa Team Joins UBS from Bank of America Private Bank

According to UBS, the four advisors have more than a century of combined experience serving ultra-high-net-worth clients and business leaders in Florida.

As asset managers chase advisors, Clark Capital says it was there first

Following its purchase by Raymond James, Clark Capital's CEO discusses his firm's future and how he aims to help advisors operate as "mini virtual multifamily offices."

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...

Aurora Expeditions sets sail with Aurora Advisor Advantage

Aurora Expeditions has launched Aurora Advisor Advantage, a new suite of benefits, tools and service enhancements designed to make it simpler and more rewarding for travel advisors...

L1 Group's new PXC Advisors venture delivers 51% return since inception

L1 Group unveiled PXC Advisors as a joint venture, with its new strategy posting annualised 51% returns ahead of an external investor launch. The post L1 Group's new PXC Advisors v...

Advisory firm dealmaking in the US shatters records

Berkshire Global Advisors reports reveals scaled buyers and steady tuck-ins push 2026 dealmaking to new highs

Best Exit Planning Advisors in the USA 2026 Announced by Experts

IRAEmpire has released a new guide on finding the "Best Exit Planning Advisors in USA" to help business owners prepare their businesses for sale.

High Stock Valuations Push Advisors Toward Private Markets

Stretched public equity prices and rising infrastructure demand are driving wealth managers to expand allocations beyond traditional stocks and bonds.

Astera Labs Has Found Its Next Growth Engine

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

Lazard AM appoints two senior leaders in management shake-up

Lazard Asset Management has hired Chris Bricker as head of corporate development and Theodore Enders as head of product from AllianceBernstein and Goldman Sachs, respectively.

Deals & Moves: RFG Advisory Caps Record Recruiting Run With Farther Advisor

In addition, RedBird-backed Arax continues to grow with its seventh deal of 2026, and NorthRock Partners finds an advisor team in its home city of Minneapolis.