Creative Planning Scoops Up Swiss Wealth Firm
By Dinah Wisenberg BrinThe deal is the mega-RIA's first international acquisition.
January 09, 2026
Double-Murder Trial Set for Former LPL Network Firm EmployeeRamy Hany Mounir Fahim is accused of murdering a Pence Wealth Management co-worker and his roommate.
January 08, 2026
3 Mega-RIAs Join Goldman Sachs Referral ProgramCreative Planning, Mercer and Wealth Enhancement Group are among the first to join.
January 08, 2026
SEC Seeks Huge Boost to AUM Threshold for Small AdvisorsThe plan would raise the threshold to $1 billion from $25 million, easing compliance burdens for more RIAs.
January 07, 2026
How Thrivent Is Hitting Recruiting Targets Without Big Payouts"We have a philosophy: If they come to you for money, they leave you for money," an exec says.
January 07, 2026
3 Must-Watch Advisor Trends for 2026RIAs face rising investor expectations, ongoing consolidation and the pressure to respond to emerging technologies like AI.
January 06, 2026
Cambridge Takes Minority Stake in AmeriFlex GroupThe investment is intended to accelerate the expansion of SuccessionFully, the hybrid RIA firm's single-source succession platform.
January 06, 2026
Mariner Acquires Two RIAs With $1.8B in AssetsThe RIA firm has scooped up First National Advisors in Massachusetts and Strava Wealth in Pennsylvania.