NewEdge Adds $1B Ameriprise Team in New York
By Janet LevauxLast month, the RIA nabbed a 24-person Ameriprise group with $1.4 billion in client assets in Tennessee.
February 26, 2026
Beacon Pointe Co-Founder Shannon Eusey to Exit CEO Role, Become ChairMatthew Cooper, the firm's president, will take the helm.
February 24, 2026
The Hottest RIA Deals Aren't About AUM: FidelityFirms are expanding by adding capabilities rather than simply acquiring client assets, the financial services giant reports.
February 19, 2026
Merrill Says Dynasty Reneged On Arbitrating Dispute Over Mega-TeamMerrill has accused Dynasty, Schwab and former senior employees of raiding a $129 billion unit to start an RIA.
February 19, 2026
Steward Partners Taps AI-Powered Prospecting PlatformSteward is starting with a one-year subscription to WealthFeed for 50 lead advisors.
February 18, 2026
Advisors Adding Retirement Plan Participants as Wealth Clients: StudyWhile few advisors counsel DC plans, they're making progress in converting enrollees into clients.
February 18, 2026
Dani Fava: The AI 'Tipping Point' for RIAs Is HereThe market reaction to Altruist's new tax tool drove home the reality of AI's advancement, the Carson exec says.
February 17, 2026
Mercer Taps Abby Salameh to Lead Key MarketThe $96 billion RIA also hired Chris Walters to oversee its San Diego team.