Mariner Buys a P&C Insurance Provider
By Janet LevauxCowell Insurance will add business and individual risk advisory solutions to the mega-RIA's service offering.
March 02, 2026
Firm Acquired by Mariner Alleges Fraud, Breach of ContractIn a lawsuit, James Hyre says Mariner broke promises of significant compensation and support after buying his Ohio firm.
February 27, 2026
NewEdge Adds $1B Ameriprise Team in New YorkLast month, the RIA nabbed a 24-person Ameriprise group with $1.4 billion in client assets in Tennessee.
February 26, 2026
SEC Bars Advisor Who Took $9.8M From Older ClientEjiro Ode Okuma used funds to build a luxury residence, purchase vehicles and buy vacation homes, the agency says.
February 26, 2026
Ritholtz to Launch Its First ETFThe actively managed Goaltender ETF will adjust stock exposure based on market trends.
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.