Social Media Ideas for New View Advisors

Waverly Advisors Acquires InVista, Adding $332M in AUM

The Birmingham-based RIA continues its expansion in Alabama with the acquisition of Montgomery-based InVista Advisors, joining from LPL Financial.

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...

FTV Capital makes growth investment in wealth platform Kingsview Partners

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...

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

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."

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

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...

How Baker Street Advisors Built a $21B RIA Through Organic Growth, Client Focus

Baker Street Advisors sold a majority stake in 2015, but rather than become a serial acquirer, the San Francisco-based RIA focused on client commitment, referrals and homegrown adv...

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...

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

How advisors are rethinking private markets as client demand matures

Nuveen's Brian Griggs on funding allocations, managing liquidity, and identifying which clients are truly ready for private assets

Stenner Wealth Partners+ Releases New Research on Canada's Wealth Advisory Landscape

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...

Riverwater Exited Perella Weinberg (PWP) as Smaller M&A Advisors Face a Tough Road Ahead

$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...

WealthStack Roundup: Practifi Pivoting to AI-Driven CRM Called Sentir

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...

Corient Acquires UHNW-Focused $21B Summit Trail Advisors

Summit Trail will join the mega RIA Corient, which continues its run of plus-billion-dollar acquisitions.

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.

BaseRock Partners Advises Satterfield & Pontikes Construction, Inc. on Its Acquisition of A.G. Peltz Group, LLC...

BaseRock Partners served as the exclusive financial advisor to Satterfield & Pontikes Construction, Inc. DENVER, July 15, 2026 /PRNewswire-PRWeb/ -- BaseRock Partners ("BaseRoc...

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.

Investcorp’s First RIA Play Focused on ‘Mass Affluent’

The alternative asset manager’s foray into wealth management with the recent acquisition of $3 billion RIA Berger Financial is an opening salvo into the space, according to its Nor...

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.

$1.5B RIA Platform Brookwood Hires Four Executives in Partnership Model

The RIA platform has hired a leadership team after growing from $515 million to over $1.5 billion in AUM since 2024 while leaning into a law firm-like partnership model.

Fidelis Capital on Breaking Away to a 'Different Path'

The CEO of an RIA founded by wirehouse breakaway advisors explains how the firm is providing family office-like services without ceding ownership.

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.