Acquisitions Including Mercer, Arax, Sammons, Coldstream, Mariner And EP. Recruiting By Perigon And Nordwand Capital. Appointments By Caprock, Mission, Hightower And CAPTRUST.
Plus AI Uses, Deals & Recruiting And Wealthtech Roundups, Beacon Pointe’s Retirement Hire, Integrated’s Recruitment, LPL Recruits From Merrill And Cetera Appoints A Head For RIA Blueprint
M&A By Carson And Simon Quick. Recruiting By RBC Wealth, Beacon Pointe, LPL And Integrated Partners. Garrett D’Alessandro Debuts Sandro Wealth. FSI launches Career Portal. AdvisorEngine And TradePMR Join Forces. Appointments By LPL And Cetera.
M&A By Hightower, Summit Financial, HPS And Cary Street. Recruiting By Raymond James And & Partners. RIAs Third View And QTR Launch. Raymond James Recruits Trustmark. Appointments By Summit Trail, Caprock And Angeles.
Plus Our Deals & Recruiting Roundup, AI For Advisors, Custodian Conferences, Surge Ventures’ New AI Platform, Hightower’s $3.8 Billion Acquisition, NWF Rebrands As Artisan, Sanctuary’s $2 Billion Recruit And Sowell’s Partnership With Goldman
M&A By HUB, iCapital, Hightower And Addepar. NWF Rebrands To Artisan. Recruitments By Sanctuary, Raymond James, Osaic And NewEdge. Sowell Partners With Goldman. Appointments By Rothschild And Emigrant.
Plus Our Deals & Recruiting Roundup, Investments Roundup, Special Needs Planning, Binah’s Plans, Mercer’s Milestone, TradingBlock’s IPO Service, And Launches Of Balefire And Pendulum Partners
Acquisitions By Hub International And Mercer. Emigrant Stakes Elevation Point. Balefire, Pendulum Partners And Macro Edge Launch. Raymond James Offers Minority Stakes. Recruiting By Americana Partners. Appointments By Focus Partners, National Association Of Plan Advisors, Cetera And Diamond Consulta
Plus Our Deals & Recruiting Roundup, Wealthtech Roundup, Fee Structures In Volatile Markets, Acquisitions By F2 And Modern, Sowell’s And Advisor Asset Management’s Appointments, Expert Takes On Consolidation, Prospera’s Paraplanner Launch And Great Hills Stake In Mission
