Hightower Signature Wealth Adds $1.6B Massachusetts Firm
By Janet LevauxBoston Hill Advisors joins the national wealth management practice with a staff of 18, including 11 advisors.
September 04, 2026
Envestnet Plans $35M 'Surge' Investment in Tamarac RIA PlatformReport Studio, AI tools, Custom Model Solutions and MoneyGuide integration are among the new capabilities.
September 03, 2026
Sequoia Financial Acquires $2.3B Colorado RIAThe firm's chief acquisitions officer, Kevin Tichnell, said the deal builds on its expanded footprint west of the Mississippi.
September 02, 2026
Merit Names LPL, UBS Veteran to New Tech Chief PostJohn Rajes joins amid rapid growth for the firm, which recently completed its 61st acquisition.
September 02, 2026
Meet the Luminaries Class of 2026 FinalistsMore than 380 financial services firms and groups are being recognized for exemplary leadership, innovation and community impact.
September 01, 2026
Orion Adds BlackRock, Fidelity and Vanguard to Tailored Allocation PortfoliosThe strategies enable advisors to gradually migrate assets for clients with concentrated positions or tax sensitivities into model portfolios.
September 01, 2026
Altruist Acquisition 'Rhymes With Vanguard's Mission,' CEO Ramji SaysThe deal helps solve the supply-demand gap for advice, the Vanguard chief told Creative Planning CEO Peter Mallouk.
September 01, 2026
Sowell Management Launches Advanced Planning GroupBill Sowell says the group will play an important role on the new Cache River Private Wealth platform.