Much is said about private equity driving consolidation in the industry, but they are not the only players in the capital game. Some firms pursue acquisitions without external backing or with more conventional financing. We have also seen family offices, insurance carriers and sovereign wealth funds invest in wealth management businesses. As we continue our focus on M&A and capital strategies in this quarter, Corey Kupfer provides a window into sovereign wealth and insurance carrier investors.
I am also excited to announce that this week we are also opening nominations for our inaugural Top Financial Advisor Recruiters of the Year list, honoring the wealth management industry’s top five third-party financial advisor recruiters.
Finding The Right Formula To Work With Clients From Multiple Generations
Joe Buhrmann of eMoney Advisor addresses challenges related to financial advisors connecting with Next Gen clients and serving multi-generational families.
He addresses why advisors struggle with this, how advisors can use their planning technology to facilitate productive dialogue, how advisors can position themselves to onboard Next Gen clients, when they should start that engagement and more.
Beyond Private Equity: What RIA Owners Need To Know As The Buyer Landscape Expands
Corey Kupfer of Kupfer., PLCC, explains how the next large capital movers in the wealth management industry are insurance carriers and sovereign wealth funds.
He describes how deal structures change with these buyers, the type of RIA that attracts them and what RIAs should think about as this trend continues.
Women, Money And Advice
Tammy Robbins of Cambridge Investment Research explains how advisors should serve women and highlights the risk of losing them as clients through poor service and mistakes.
Robbins sets out steps advisors must take, including working equally with both partners, avoiding stereotypes and a transactional focus, and proactively seeking support.
Dear Ryan: Hostage Negotiator Without A Badge
In his monthly Dear Ryan column, Docupace’s Ryan George advises a practice management leader dealing with an abrasive top producer who flouts compliance when management wants to overlook the problems.
“You asked how to manage someone you’re not allowed to manage. You can’t. At least not directly. But you can change what it costs your firm to keep pretending,” said George.
Berkshire Global: Wealth Management M&A Surges Toward Another Record Year
According to Berkshire Global Advisors, dealmaking in the U.S. wealth management industry is on pace to set another annual record after M&A activity reached historic levels during the first half of 2026.
Berkshire counted 225 transactions involving RIAs with at least $100 million in assets under management during the first six months of the year, up nearly 40% from the same period in 2025.
Cerulli: RIAs Need To Offset Asset Churn With Marketing And Other Growth Efforts
Advisors and their firms must create more intentional marketing and business development strategies to achieve growth, Cerulli said while announcing findings from the latest edition of The Cerulli Edge — The Americas Asset and Wealth Management Edition.
Regular income withdrawals and one-time distributions accounted for 56% of RIAs’ outflows in 2025, according to Cerulli.
Patent Perspectives: The Advisor’s Expanding Role In An Age Of Complexity
In this month’s installment of his Patent Perspectives column, Pat Hynes of Prudential Advisors says that successful advisors must embrace holistic advice including tax strategy, life planning and family governance.
“The advisors who will thrive are the ones who become indispensable to their clients — not easily replaced by technology,” said Hynes.
Deals & Recruiting Roundup
This week’s roundup covers an acquisition by Arax, recruiting by Moors & Cabot, Ameriprise, RBC and Cresset; Moneta partnering with Thomson Tyndall; Civic partnering with Altruist; Carson launching an equity program; appointments by Advisor360° and Fidelis; and research by Cerulli, AdvizorPro and Berkshire Global.
AdvizorPro identified California as the top state for RIA acquisitions.
Envestnet Launches Redesigned Wealth Trading Platform For Advisors
Envestnet announced the launch of Envestnet Wealth Trading, a redesigned trading platform that the wealthtech firm said helps advisors manage portfolios more efficiently, execute trades with more confidence, lessen operational friction and streamline complex trading workflows.
The redesigned trading platform “delivers the speed, flexibility and transparency firms need to support increasingly sophisticated trading operations while creating a more intuitive experience for advisors,” said the firm’s Andrew Stavaridis.
Invest In Others Announces Finalists For 20th Annual Awards
Invest in Others announced 15 advisors as finalists across five award categories who will be honored at the 20th annual Invest in Others Awards Gala on Sept. 17 at the Omni Boston Hotel at the Seaport.
The foundation will name one recipient from among three finalists in each of five categories: Catalyst, Community Service, Emerging Impact, Volunteer of the Year and the Lifetime Achievement Award. In total, it will provide $800,000 in grants to the charities designated by advisors who are recipients, finalists and honorable mentions.
Find out who the finalists are.
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Larry Roth
CEO
Wealth Solutions Report
