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Valla Wealth is operating as a DBA of The Invictus Collective, a Dynasty-backed firm, using the RIA’s proprietary tech stack and structured notes products.
The St. Louis-based hybrid broker/dealer brought on practices from Commonwealth and Wells Fargo, reaching $60B in total assets.
David Bahnsen built The Bahnsen Group almost entirely through organic growth. He shares the decisions behind that growth, the value of reinvesting in the business, and why selling...
The deal aims to streamline tech integration for banks, credit unions, RIAs and broker/dealers seeking to modernize wealth management products.
Diamond Consultants, a leading financial advisor recruiting and consulting firm, announced that Louis Diamond and Jason Diamond will assume the title of Managing Partner, aligning...
Georgia-based Praxis Financial Partners brings four advisors and a support staff to LPL’s RIA platform after evaluating more than a dozen firms.
Kingsview Partners is a Chicago and New York-based integrated wealth management platform and national independent registered investment adviser serving more than 15,000 households...
Hightower’s growing Signature Wealth channel goes with wealth data ‘orchestrator’ Dispatch to manage back-office operations, including advisor and client onboarding.
The New York-based RIA brought Cornerstone Capital, Echo Wealth Management and Compass Wealth Management into the fold, expanding its presence in Silicon Valley, Minneapolis and At...
Miami-based Trivest Partners backs Sonance Financial, which serves more than 1,400 families
Twenty-eight advisors managing $825 million chose Gateway Financial Partners over following Sierra Ridge to Cetera, citing partnership culture and platform continuity.
Arnold will serve as executive chairman at the New York wealth management platform, which plans to launch its AI-native operating system next week.
The six-person Rosenwald Private Wealth team, led by Beth Rosenwald, joins John Thiel’s advisor-owned growth partnership.
In other moves, Modern Wealth adds a former LPL team overseeing $330M, Captrust snags Sanctuary team in its own backyard, The AmeriFlex Group adds 17 advisors in Q3, and a $576M St...
The private equity firm's managing director believes the next chapter for wealth management platforms will be about building cohesive units, rather than aggregating assets.
Phil Scott and Jim Atwood are forming Latigo Peak Partners, launching with 48 employees and a presence in Florida, Washington, Massachusetts and California.
In other advisor tech-related news, Focus Financial partners with AI provider Nevis, Deepvest rolls out financial planning suite and Acorns has acquired a social investing app.
After leaving UBS to launch Ox Road Capital, Michael Lee, Steve Armaly, and their partners crossed $1B in AUM in just 225 days. They share how years of client trust, partner alignm...
Apex Fintech Solutions and FusionIQ are linking Apex’s clearing and custody infrastructure with FusionIQ’s digital wealth tools for financial institutions launching or expanding in...
Wirehouse advisor movement accelerated sharply in the first half of 2026. Louis and Jason Diamond unpack the numbers, the forces driving them, and what they reveal about an increas...
The RIA partnered with ADP to deliver retirement plan advisory services, investment management and financial planning to employees at smaller companies.
Two former Northwestern Mutual advisors, two very different paths. Andy Schwartz and Kevin Spahn share what it takes to build, grow, merge, and create lasting enterprise value.
The funding, led by founder and Chairman Dave Duffield, values the company at $1.4 billion.
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...
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