Merit Financial’s latest addition is a Wisconsin-based firm managing $715 million in assets. The deal to buy Mennenga Tax & Financial comes on the heels of Constellation Wealth Capital’s minority ...

Wells Fargo has attracted $17 billion from independent advisers this year as it revamps its wealth management business ...

The hybrid RIA AmeriFlex’s Scout program uses Claude AI to identify advisors nearing retirement for recruitment.

In the meantime, Vanguard’s $4.6 billion outlay for Altruist may put the investment giant at odds with some of its own ...

Forbes and Shook halt all wealth advisor rankings and events for the rest of 2026 while focusing on a rebrand for next year ...

Victory Capital will pay $7 billion to buy First Eagle Investments, creating a firm with $571 billion in assets under ...

Vanguard's decision to acquire an integrated custody and advisor technology platform is a clear signal of how much that ...

Bellamkonda joins from Vialto Partners and will report to CEO Jamie Price as the broker/dealer integrates AI into its ...

Wells joins Morgan Stanley in halting its participation in the Forbes and Shook Research lists amid a payment controversy, ...

Fidelity Investments found that the total deal count dropped in the first half of 2026, but acquired assets grew to $342.9 ...

Randall Lane's undisclosed $6 million payment has advisors questioning the credibility of wealth advisor rankings going ...

The 16-person wealth advisor group establishes Cresset's first office in Boca Raton and expands its South Florida presence ...