Acquisitions By Choreo, Cetera, Allworth And Modern Wealth; DeVoe Shows Record M&A; Recruiting By RBC And Alluvial; Ascentis Launches; LPL Partners With Wealth.com; And Appointments By Collaborative Capital, Oppenheimer And The CFP Board.
Plus Our Wealthtech And Deals & Recruiting Roundups; Serving UHNW Clients; AI Predictions For 2026; Executive Hires By Choreo, World And Edelman; Bluespring’s Acquisition; Raymond James Buys Clark; FSI’s Board; And More
Acquisitions By Beacon Pointe, Creative Planning, Bluespring And Raymond James. Financial Stake By Elevation Point. Recruiting By RBC, Cetera And Integrated. Appointments By Hightower, World Investments, FMG And LPL.
Minority Stake By Cambridge. Acquisitions By EP Wealth, Mariner, Cerity And Mercer. Recruiting By Genesis Wealth And Prospera. Appointments By AllianceBernstein, Envestnet, SEI And Choreo. Research By Jump.
The Top Deals And Recruiting News Of 2025 Includes Acquisitions By Corient, Merit, LPL, Osaic, And Beacon Pointe; A Capital Raise By GeoWealth; A Financial Stake By Ares; Wealthfront’s IPO; Recruiting By Cambridge; The Launch Of OpenArc; And Appointments By VestGen And Diamond.
