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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...
A new investment entrant in the senior housing sector has acquired two communities with further plans to notch around $500 million in investments and acquisitions within the next y...
Prime Capital, which has about 170 advisor-owners, can provide liquidity to its shareholders without a controlled transaction.
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.
Alaris Acquisitions, a mergers and acquisitions advisory firm, has tapped the former chief legal officer and corporate secretary of SageView Advisory Group as its new managing dire...
HarbourView Equity Partners is a multi-strategy investment firm focused on music, sports, media and entertainment, with approximately $3.88 billion in regulatory assets under manag...
The Denver-based RIA entered the syndicated loan market for the first time with the move, replacing its private debt with lower-interest-rate debt and extending its financing timel...
BNY has told advisors it is restructuring its multi-custodial wealth management platform to be part of its larger wealth solutions business, led by recently promoted wealth head Ad...
Two new reports offer ultra-high net worth business owners and families independent, disclosure-based research into the professionals and Wealth Advisors who may play a role before...
The advisors, who operated as a unified Raymond James branch since 2022, will keep the firm as their primary custodian while joining Dallas-based RIA platform Ascentis.
FiComm’s Meg Carpenter challenges the industry’s reliance on referrals, based on data from the firm’s The New Growth Equation report.
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...
CD Valet has as many as 200,000 savers visiting its site every month looking for the best deals on certificates of deposit. It's betting they would make a perfect fit for advisors...
Upcoming companies-for-sale activity, including insights from Justin Abelow, a managing director in Houlihan Lokey’s financial sponsors group, and Effram Kaplan, co-CEO of investme...
In other advisor tech news, Morningstar and PitchBook sign a deal with Google’s Gemini for information sharing, AssetMark launches Talk Tracks to convert portfolio data into client...
WASHINGTON, Oct. 16, 2026 /PRNewswire/ -- Lightview Capital announced a strategic growth investment in Thorn Run Partners (TRP), a Top 10 ranked national, bipartisan government rel...
Vestmark's Rob Battista on how custom models can reflect advisor preferences, support multi-manager open architecture, and incorporate multiple vehicles within a UMA.
The Vistria Group is a middle-market private investment firm with $18 billion in assets under management, focused on essential industries including healthcare, knowledge & lear...
The six-person Rosenwald Private Wealth team, led by Beth Rosenwald, joins John Thiel’s advisor-owned growth partnership.
The four advisors will operate as Lumina Wealth Partners at UBS out of the firm's new Los Angeles office.
In other advisory tech news, Altruist expands alts marketplace, Snappy AI launches, another acquisition for F2 and InvestCloud launches Altic.
The Southwest Florida team joins Raymond James’ Financial Institutions Division through Pinnacle Financial Partners’ investment program.
The Atlanta-based RIA acquired Moldenhauer & Associates, a New York wealth management practice overseeing $1.1 billion in client assets across nearly 1,900 households.
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