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Newsmakers

Breaking news across the wealth management industry

World Investment Advisors Hires Osaic’s Tyler Mahoney As CFO

Mahoney Will Support The Firm’s Growth And Acquisitions

By Michael Madden

/ 14 Jan 2026

World Investment Advisors Hires Osaic’s Tyler Mahoney As CFO

Independent Financial Group Forms President’s Advisory Council

Council Tasked With Providing Advisor Feedback On Firm Initiatives And Serving As Liaisons Between Leadership And Affiliated Advisors

By Janeesa Hollingshead

/ 14 Jan 2026

Independent Financial Group Forms President’s Advisory Council

Choreo Taps Erik Merkau To Lead National Advisory Teams

Industry Veteran To Guide Expansion Of Firm’s Integrated Tax And Wealth Advisory Platform

By James Miller

/ 13 Jan 2026

Choreo Taps Erik Merkau To Lead National Advisory Teams

Hightower Hires Chief Compliance Officer From Edelman

Bob Lavigne Takes The Newly Created Role of Hightower Holdings CCO, While Claire Gorman Remains Hightower Advisors CCO

By Jeff Berman

/ 13 Jan 2026

Hightower Hires Chief Compliance Officer From Edelman

Invest In Others Announces Recipients Of 2025 Grant Program Funding

Charitable Foundation Grants $290,000 To 16 Nonprofits Supported By Financial Advisors

By Jeff Berman

/ 9 Jan 2026

Invest In Others Announces Recipients Of 2025 Grant Program Funding

Mercer Adds Almost $1 Billion In AUM With Two Latest Acquisitions

Mercer Purchased Long Run Wealth Advisors And Poterack Capital Advisory In Transactions That Closed Dec. 31, It Says

By Jeff Berman

/ 8 Jan 2026

Mercer Adds Almost $1 Billion In AUM With Two Latest Acquisitions

Cambridge Buys Minority Stake In Hybrid RIA The AmeriFlex Group

Investment To Provide Support For Succession Platform

By Michael Madden

/ 7 Jan 2026

Cambridge Buys Minority Stake In Hybrid RIA The AmeriFlex Group

Wealth Enhancement Adds Three RIAs Totaling Over $1.1 Billion In Assets

The Firm Is Acquiring AEGIS Financial In Wisconsin, Wealth Advocates In Utah And Spectrum Wealth Management In California.

By Jeff Berman

/ 19 Dec 2025

Wealth Enhancement Adds Three RIAs Totaling Over $1.1 Billion In Assets

Coldstream Posts Over 30% Growth In First Three Quarters Of 2025

Firm’s Growth Comes Without External Capital Backing

By Michael Madden

/ 18 Dec 2025

Coldstream Posts Over 30% Growth In First Three Quarters Of 2025

Alex David Hired As President And CEO Of Equity Services

Prior President And CEO Ata Azarshahi Retires. Firm Also Appoints Brian Nelson As Head Of Growth Strategy.

By Janeesa Hollingshead

/ 16 Dec 2025

Alex David Hired As President And CEO Of Equity Services

Prudential Advisors Onboards $550 Million All-Female Team From Raymond James

Recruitment Of Indiana-Based Premier Planning Partners Adds To Over $3 Billion Recruited In 2025

By James Miller

/ 11 Dec 2025

Prudential Advisors Onboards $550 Million All-Female Team From Raymond James

Procyon Buys $500 Million Firm With Offices In Michigan And Texas

The Addition Of OLV Investment Group Increases Procyon’s AUM To Almost $9 Billion.

By Jeff Berman

/ 9 Dec 2025

Procyon Buys $500 Million Firm With Offices In Michigan And Texas