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Newsmakers

Breaking news across the wealth management industry

Wealth Consulting Group Hires CFO And Head Of Corporate Development

Jason Ehrlich, Formerly At Emigrant Partners, Has Been Strategic Advisor To WCG For Several Years

By James Miller

/ 8 Dec 2025

Wealth Consulting Group Hires CFO And Head Of Corporate Development

Summit Takes Minority Stake In Rhode Island RIA

Summit Adds More Than $500 Million In Client Assets By Investing In Ivy Wealth Management.

By Jeff Berman

/ 5 Dec 2025

Summit Takes Minority Stake In Rhode Island RIA

Cambridge Annual Revenue Tops $2 Billion For First Time

Firm Says Milestone Represents A Doubling Of Revenue In Five Years

By James Miller

/ 5 Dec 2025

Cambridge Annual Revenue Tops $2 Billion For First Time

Waverly Expands Its Private Fund And Real Estate Strategies With Latest Acquisition

Firm Forms New Promus Capital Management Subsidiary After Buying $3.1 Billion Promus Access And Promus Realty Business Lines.

By Jeff Berman

/ 4 Dec 2025

Waverly Expands Its Private Fund And Real Estate Strategies With Latest Acquisition

Mercer Strengthens Presence In Baltimore And Washington With $1 Billion Acquisition

Mercer’s Purchase Of Glass Jacobson Also Adds More Tax Capabilities

By Jeff Berman

/ 3 Dec 2025

Mercer Strengthens Presence In Baltimore And Washington With $1 Billion Acquisition

Cresset Picks Up $1.4 Billion Advisor Team From Bernstein

The Ex-Bernstein Private Wealth Team Joins Cresset’s Houston Office.

By Jeff Berman

/ 3 Dec 2025

Cresset Picks Up $1.4 Billion Advisor Team From Bernstein

Cetera Picks Up Advisor Teams From Osaic And LPL

Cetera Adds Illinois-Based Callero Capital Management From Osaic And Picks Up CarrThaxton Financial Group In Massachusetts From LPL.

By Jeff Berman

/ 26 Nov 2025

Cetera Picks Up Advisor Teams From Osaic And LPL

Angeles Wealth Appoints Jonah Cave As Chief Growth Officer

Three Decade Veteran To Lead Growth And Business Development In Newly Created Role

By Jeff Berman

/ 25 Nov 2025

Angeles Wealth Appoints Jonah Cave As Chief Growth Officer

Kestra Picks Up $800 Million Advisor Team From Commonwealth

Westwood, Massachusetts-Based Grandview Partners Brings A Team Of 10 Advisors And Staff To Kestra.

By Jeff Berman

/ 21 Nov 2025

Kestra Picks Up $800 Million Advisor Team From Commonwealth

Study Reveals A $6.9 Trillion Shortfall In Private Market Allocations

Capital Preferences White Paper Says Behavioral Gaps Are Driving Shortfall, Not Product Access Or Design

By Janeesa Hollingshead

/ 21 Nov 2025

Study Reveals A $6.9 Trillion Shortfall In Private Market Allocations

Prudential Adds Advisors With $3 Billion In Assets This Year

Firm Advisor Headcount Tops 3,000 With 9% Growth In 2025

By James Miller

/ 20 Nov 2025

Prudential Adds Advisors With $3 Billion In Assets This Year

Cresset Adds Advisor Team With $1.8 Billion From Goldman Sachs

The Ex-Goldman Team Joins Cresset’s Atlanta Office And Establishes Its Presence In Jackson Hole, Wyoming.

By Jeff Berman

/ 19 Nov 2025

Cresset Adds Advisor Team With $1.8 Billion From Goldman Sachs