Sierra Ridge Advisor Group left LPL Financial after 13 months to join Cetera Networks, with plans to launch its own RIA ...

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

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 ...

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

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

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, ...

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

ReN Founder and CEO Af Malhotra discusses how AI can help investment teams move beyond backward-looking analysis to uncover ...

Also, LPL taps a technology leader, U.S. Bank hires private banking chief, Barings names U.S. wealth head, and Northern Trust ...