M&A By Composition, Beacon Pointe, Verdence, Accelerated Wealth And Creative Planning; Recruiting By Cyndeo, Raymond James And LPL; And Appointments By Amplify, PPB, Cetera And Howard Capital
Plus Our Investments And Deals & Recruiting Roundups, My Quarterly M&A Review, Moneta On Philanthropy, Artisancap On Redefining Success, JIFFYAI Launching An Advisor Companion, iCapital Buying Hexure, Summit Staking Signet And Goldman Staking GeoWealth
Minority Stakes By Summit And Goldman Sachs; Recruiting By RBC, Raymond James, Carson, LPL, Stratos And Cetera; Edelman Launches Ownership Program; And Appointments By F2, Perigon And Republic.
Acquisitions By Merit And Creative Planning. NewEdge Partners With Stonegate. Rise Stakes Cyndeo. Recruiting By Carson, Janney And Raymond James. Luedtke And Associates Launches. Snowden Lane Partners With MSCI. Appointments By Cresset And Evolve.
Plus Our Deals & Recruiting Roundup, AcquireUp’s Masterclass, SurgeONE.ai Partners With United Planners, Sowell Partners With Altruist, Fidelity Expands Alts Resources And Merit Partners With OneVest
Acquisitions By Savant, Wealth Enhancement, Hightower, Aspen Standard, Carson And MCF; J.C. Flowers Backing Accelerated Wealth; Recruiting By Osaic; Sowell Partners With Altruist; Mercer Launches Women’s Practice; And Appointments By Cambridge And Wealth.com.
Plus Our WSRIA And Deals & Recruiting Roundups, Surveys On AI And Legacy Planning, Sustainable Organic Growth, Integrated’s Business Owner Move, Sagient’s New CIO And Seven Bridges’ Launch
Acquisitions By MAI, Bluespring, Waverly, CW Advisors And Arax; ECHELON’s M&A Report; Summit’s Merger With Premier; Aerodigm’s Launch; Appointments By Sowell And Composition; And Research By F2 And Hamilton Lane
M&A By Constellation Wealth, Beacon Pointe, Docupace And EP Wealth; Integrated Private Wealth Launches; Recruiting By Osaic, CAPTRUST And NewEdge; FPA Partners With Snappy Kraken; Gerber Kawasaki Selects Altruist; And Leadership Appointments By Sagient, Docupace And Beacon Pointe
