Raymond James Adds $1.1B Team
By Rob BurgessThe team, based in suburban Pittsburgh, joins the firm's employee advisor channel from Baird.
August 05, 2026
10 Biggest Q2 Deals in Wealth Management: EchelonDealmakers announced 120 transactions in the quarter, Echelon Partners reports, while transacted AUM reached $378 billion.
August 04, 2026
$3.5B Team Joins Cetera to Launch RIAThe team — New York-based iTP Partners — joins from Osaic.
August 03, 2026
RIA to Pay Nearly $500K for Overcharging ClientsPapamarkou Wellner Asset Management's client fees didn't match its advisory agreements or disclosure brochures, according to the SEC.
July 31, 2026
LPL Aims to 'Get Into More Conversations' With Wirehouse, Regional Reps: CEO"We continue to be the disproportionate winner in our traditional markets" for advisor recruiting, said Rich Steinmeier on the firm's latest earnings call.
July 30, 2026
Mercer Debuts New Version of AI-Powered EcosystemAspen 2.0 is now deployed across the RIA's more than 1,100 wealth professionals.
July 28, 2026
Will the SEC Scrap This Vague Texting Rule?The agency plans to issue proposals in October on which records that BDs and RIAs need to keep.
July 28, 2026
Corient Adds $4.9B New York RIAFounded by Larry Cohen, Seven Bridges Advisors is a multi-family office and wealth manager.