Why LPL's Mariner Advisor Network Acquisition Is a Big Deal
By Dinah Wisenberg Brin"The line between hosting advisors and owning advisor networks is getting thinner," said Datos Insights' William Trout.
April 09, 2026
$2.4B Ex-UBS Team Launches Evertern Wealth With DynastyBased in Naples, Florida, the firm will serve high-net-worth families and retirees and custody assets at Goldman Sachs.
April 03, 2026
Modern Wealth Picks Up $1.2B Ex-LPL GroupThe deal is the 20th for the RIA and brings it an office in Florida with seven financial advisors.
March 25, 2026
10 Predictions for Advisor Movement in 2026Diamond Consultants expects at least one big-name acquisition this year.
March 19, 2026
Advisors, Not Firms, Hold the Power Now, Consultant Says"Employee models are losing the wealth management war," William Trout of Datos Insights argues.
March 18, 2026
Best & Worst Wealth Management Firms Ranked by Investors: JD Power, 2026Trust in new fintech brands rose, but so did young, affluent DIY investors' desire for professional advice.
March 17, 2026
Northern Trust Names New Head of Advisor RelationshipsAlyssa Quinlan will help advisors and strategic partners with client needs around assets like fine art and collectibles.
March 04, 2026
Grow or Join? The Fork in the Road for RIAsMid-career firm owners face a stark, personal choice to reinvest heavily or partner with a well-capitalized platform.