$1T RIA Aggregator Captrust Names New Head of M&A
By John ManganaroMike Wunderli joins Captrust from Echelon partners, where he served as a managing director since 2016.
May 30, 2025
Focus Partners Acquires $9.4B RIA Firm in L.A.Churchill Management is the first external firm that the aggregator has added since its rebrand.
May 28, 2025
RBC Wealth Lands $1.6B UBS GroupThe team comes on board in Boise, Idaho, with eight members.
May 27, 2025
FSI Launches Next-Gen Career WebsiteFinancialCareers.org is an online career center that connects qualified job seekers with firms.
May 21, 2025
Inside Raymond James’ Minority Stake StrategyThe firm's investment proposition “is not like private equity’s approach,” says Shannon Reid, independent channel president.
May 20, 2025
Schwab Debuts Program to Help Advisors Start Their Own RIAsSchwab Advisor ProDirect, opening in July, aims to help advisors go independent and grow their firms quickly.
May 16, 2025
Is Your Firm Being Acquired Unexpectedly? This Advisor Can RelateStacy Spedden had been with Lincoln Financial for 30 years before Osaic acquired its wealth business in 2024.
May 15, 2025
LPL Drops Suit Over Ameriprise's 'Defamatory' Data Breach NoticesThe financial services firms agreed that LPL could pursue claims with FINRA, among other points.