Latest updates for Committed Advisors

Fresh curated links around Committed Advisors are collected here so marketers can spot useful updates and turn timely ideas into posts faster.

Recent items include:

  • Wendel and BNPP AM Alts Prime unit acquire stakes in Committed Advisors
  • Altruist to Launch Beta of New RIA Affiliation Option
  • The Transitioning Advisor’s Lament

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Fresh articles and ideas

Recent curated links from global sources. Generate one free draft from any story, then use SocialBu to schedule and refine your content calendar.

alternativecreditinvestor.com /1 month ago

Wendel and BNPP AM Alts Prime unit acquire stakes in Committed Advisors

Listed investment firm Wendel has completed its acquisition of a controlling stake in Committed Advisors, with BNP Paribas Asset Management Alts’ (BNPP AM Alts) GP stakes platform...

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wealthmanagement.com /2 weeks ago

Altruist to Launch Beta of New RIA Affiliation Option

Altruist Advisors, which will launch broadly in the fall, will provide the compliance, custody and operational infrastructure needed to build an independent practice.

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wealthmanagement.com /2 days ago

The Transitioning Advisor’s Lament

Three pieces of real-world hindsight from advisors “who’ve been there and done that.”

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tarheelblog.com /1 month ago

Maximo Adams confirms commitment to UNC

When a university dismisses a coach, a lot of the work the prior staff put into building relationships goes with them. UNC’s two star recruits, Dylan Mingo and Maximo Adams, have b...

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wealthmanagement.com /2 weeks ago

$1.2B Team Leaves Raymond James to Launch With RIA Concurrent

The $1.2 billion advisory team left Raymond James to launch on Concurrent’s platform, leveraging its multi-custodial options.

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wealthmanagement.com /1 month ago

LPL Launches Support Program for Deployed Advisors

Under the new program, advisors in the U.S. Armed Forces will choose a qualified continuity partner or LPL to service their clients while they’re deployed.

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wealthprofessional.ca /1 month ago

“Clients are philanthropic” an advisor’s guide to DAFs

Advisor explains how his own experience in giving has helped him support clients better

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newswire.com /4 days ago

Advisory Firms with Strong Adviser Retention Have Something in Common: They Make Compliance Easy

A.D. Banker connects the dots between CE infrastructure, financial adviser retention, and challenges with confidence facing RIA firms right now

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wealthmanagement.com /1 day ago

Five Tips for Going from Solo Advisor to Teaming

What separates teams that grow from those that stall.

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wealthprofessional.ca /1 month ago

How advisors’ specialization earned them WP awards nominations

Two advisors weigh in on their approaches to alternatives, tax & estate planning and how those have set them apart

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wealthmanagement.com /1 week ago

The Old Recruiting Playbook Is Losing to Culture, Optionality and Ownership

As traditional financial incentives lose their pull, sought-after advisors navigating the job market are increasingly drawn to firms offering equity, infrastructure and freedom to...

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financial-planning.com /1 month ago

Meet the M&A advisory founder spreading the gospel of retainer fees

Jess Polito of Turkey Hill Management says she believes her firm is the only M&A advisory firm that exclusively uses retainer fees, rather than commissions.

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wealthmanagement.com /1 month ago

Focused on the Future: Building a Relationship-First Advisory Business with Dany Martin

WFA's Dany Martin describes what truly drives long-term growth in a financial advisory business.

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wealthmanagement.com /1 week ago

Advisors Are Hungry for Transformative Tech

Advisors are retooling their practices to better serve a new generation of investors.

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wealthmanagement.com /1 month ago

Deals & Moves: Concurrent, Sanctuary Launch Merrill Breakaway RIAs

In addition, Merit brings on another Commonwealth team, Prudential adds two former bank advisors, and RFG Advisory lures a former Cetera advisor.

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wealthprofessional.ca /3 days ago

5-Star Advisors 2026: Wealth Professional honours Canada's top financial leaders

Wealth Professional names 39 standout advisors shaping the future of client-first financial advice

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wealthmanagement.com /1 month ago

$10B Bank Team Advisors Break Out to Form RIA Prairie View

Prairie View Wealth Advisors has launched in South Dakota with three veteran bank advisors, a tax-forward wealth focus and custody partner Raymond James.

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unomaha.edu /1 month ago

UNO Academic Advising Council Names Rachael Brich Advisor of the Month

Brich was nominated by her peers for her dedication to student success.

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wealthmanagement.com /2 weeks ago

$42B Lido Advisors Latest to Leave Broker Protocol

The acquisitive RIA departed the Broker Protocol this week. It also recently settled its own allegations against a departing advisor.

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hiration.com /1 month ago

Advising Decision Framework for Career Centers: A Practical Guide

Career advising often depends on individual judgment, leading to inconsistent support and missed outcomes. Learn how to build a decision framework using triage rules, student segme...

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wealthmanagement.com /2 weeks ago

Deals & Moves: Captrust Adds $1.25B Stillwater Capital Advisors

In addition, Dynamic Advisor Solutions expands its advisor network into South Carolina, Wells Fargo’s FiNet pulls two Merril teams, and Osaic lands its sixth former LPL advisor of...

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wealthmanagement.com /1 month ago

Hightower Nearing Launch of New Centralized Advisor Platform

Hightower’s in-house wealth management platform, Hightower One, is set to launch this summer, with the firm also hiring a new president and business officer that will support the e...

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wealthmanagement.com /1 month ago

$1B Team with Sports-Focused Wealth Services Joins Baird

Baird welcomes HWB Partners, a sports-focused wealth advisory team from Goelzer, to its private wealth management business in Indianapolis.

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wealthmanagement.com /2 weeks ago

Lido Advisors Acquires $1B Jackson Hole Capital

The Los Angeles wealth advisory firm has added Jackson Hole Capital Partners, which brings a team of six partners focused on alternatives.

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Sources covering Committed Advisors

wealthprofessional.ca

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financial-planning.com

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hiration.com

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newswire.com

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p2pfinancenews.co.uk

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tarheelblog.com

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