MAI Capital to Unite With UHNW-Focused Evoke Advisors
By John ManganaroSenior executives say the deal will elevate the scope and quality of services provided to their combined clients.
August 14, 2025
RIA SageView Buys $25B Retirement ConsultancyCAP STRAT's operations includes $750 million in wealth management assets under management.
August 12, 2025
Recruiting Deals Offer More Than Money, But the Money's Really Good, TooThere’s a rush to get the assets of longer-tenured advisors before they get locked up in a sunset package.
August 07, 2025
Larry Roth, Fellow Industry Vets Launch 'Elite Consultancy' NetworkAscentix Partners seeks to provide an "end-to-end" solution for growth-focused wealth management firms.
August 01, 2025
12 States With the Most RIAs Registered Outside the U.S.SmartAsset’s research found that 2.6% of all U.S.-based RIAs are registered with a foreign regulatory authority.
July 31, 2025
Mariner, Other Firms Agree to $25.5M Class Action SettlementThe suit alleges that the Kansas City-based entities conspired to not hire each other's staff in order to stifle pay.
July 30, 2025
AssetMark Moves to Expand Growth With RIAs, Private MarketsGroup CEO Lou Maiuri explains what's next for the firm — including at its newly designated “East Coast hub.”
July 29, 2025
Carson Group Says Ex-CMO Altered Evidence in LawsuitA lawyer for the former executive, Mary Kate Gulick, disputed the accusations.