Corient Acquires $7.8B Capital Advisors
By Rob BurgessThe firm's principals will become Corient partners upon closing, expected later this quarter.
May 08, 2026
Ex-LPL RIA Employee Was Sane When He Killed Two Men, Jury FindsRamy Hany Mounir Fahim will be sentenced to life in prison without parole, a prosecutor says.
May 06, 2026
These Firms Gained the Most Advisors Since 2021The number of firm-switching advisors increased by nearly 4,000 in 2025 from a year earlier, new research finds.
May 05, 2026
Why Growth Without Time Reallocation Is Just Overhead — Or Tech NoiseHandling more clients can't involve sacrificing margins, service quality or the productivity of the staff doing the work.
May 05, 2026
Sowell Launches 'Family Office Lite,' Advisor Partnership ProgramMerchant has agrees to provide funding for future M&As to the RIA led by Bill Sowell.
May 05, 2026
RIA Deals Hit a Quarterly Record. Here's What's Selling.Emerging trends include overseas expansion, AI investment and acquisitions to build holistic platforms, Echelon reports.
May 04, 2026
Allworth Financial Adds New Investor in Its Third Funding RoundThe $35 billion RIA has entered into a strategic investment partnership co-led by Integrum Holdings.
May 04, 2026
AmeriFlex Rolls Out Succession PlatformThis follows Cambridge Investment Research's January announcement of a strategic minority stake in the advisor-owned hybrid RIA.