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Newsmakers

Breaking news across the wealth management industry

Ex-Merrill Advisor Team Launches RIA In Atlanta

Dynasty Takes A Minority Equity Stake In New RIA OpenArc, Which Selects Schwab As Custodian

By Jeff Berman

/ 25 Sep 2025

OpenArc Corporate Advisory leadership team. From left to right: Erik Bjerke, Senior Managing Partner and Senior Wealth Management Advisor; Jeff Crowell; Managing Partner, Corporate Strateg...

Independent Financial Group Promotes Business Development Leaders

Chad Cristo And Kelsey Hasterlik Will Lead Firm’s Growth Efforts In West And Mountain Regions

By Janeesa Hollingshead

/ 18 Sep 2025

David Fischer, Co-Founder and Chief Marketing Officer, Independent Financial Group

MAI Capital Buys $570 Million RIA Summit Financial Advisors

The Acquisition Comes Less Than Three Weeks After MAI Announced Its Purchase Of L.A.-Based RIA Evoke.

By Jeff Berman

/ 16 Sep 2025

Rick Buoncore, CEO and Chairman, MAI Capital Management

Ascentix And SurgeONE.ai Host Inaugural WealthLOGIQ Leadership Event

Ascentix Plans Ongoing Series Of Private Leadership Events With WSR As Official Media Partner

By Julius Buchanan

/ 15 Sep 2025

Sid Yenamandra, Founder & CEO, SurgeONE.ai, addresses the WealthLOGIQ attendees

Industry Veteran Mark Casady Joins FMG As Executive Chairman

The Former LPL CEO’s Appointment Comes As GTCR Completes Its Previously Announced Acquisition Of FMG

By Jeff Berman

/ 12 Sep 2025

Mark Casady, Executive Chairman, FMG

SEIA To Buy $1.6 Billion California RIA

Select Money Management Is SEIA’s Second-Largest Acquisition Ever

By Jeff Berman

/ 10 Sep 2025

Matt Matrisian, President, Signature Estate & Investment Advisors

Sanctuary Recruits Lincoln Advisor Through Enterprise Partner Program

Richard LeSavoy Joins Firm’s Network Through Centeras Private Wealth

By James Miller

/ 9 Sep 2025

Richard LeSavoy, Financial Advisor, Centeras Private Wealth

Cerity To Buy $4.5 Billion Albany Advisory Firm Graypoint

Graypoint Serves Over 60 Nonprofits In The Albany Area And Beyond

By Jeff Berman

/ 9 Sep 2025

Kurt Miscinski, CEO, President and Partner, Cerity Partners

IFG Hires Steven Gensler To Lead Advisor Growth Strategy

Former LPL Exec Will Oversee Programs Designed To Support Advisors

By Janeesa Hollingshead

/ 5 Sep 2025

Steven Gensler, Senior Vice President of Advisor Growth and Development Independent Financial Group

Corient Starts Global Expansion With Acquisitions Of Two UK-Based Advisory Firms

The Purchases Of Stanhope Capital And Stonehage Fleming Add $214 Billion In Client Assets To Corient

By Jeff Berman

/ 3 Sep 2025

Kurt MacAlpine, CEO and Partner, Corient

Mercer To Expand In California, Idaho And Oregon With Latest Acquisitions

Mercer To Add About $850 Million In Assets With Purchases Of West Oak Capital And Eagle Wealth.

By Jeff Berman

/ 2 Sep 2025

Martine Lellis, Principal, M&A Partner Development, Mercer Advisors

MAI Capital Management To Add $27 Billion California RIA Evoke

The Acquisition Will Create A National Firm With About $60 Billion In AUM And AUA When It Closes By Q4, MAI Says.

By Jeff Berman

/ 28 Aug 2025

Rick Buoncore, CEO and Chairman, MAI Capital Management