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Newsmakers

Breaking news across the wealth management industry

Sanctuary Enters Oklahoma With $225 Million Advisor From Edward Jones

Justin R. Koch Launches CopperSky Wealth

By James Miller

/ 30 Jun 2025

Justin R. Koch, Founder & President, CopperSky Wealth

Allworth Acquires $1.5 Billion Indianapolis Sister Advisory Firms

The Addition Of Salzinger Sheaff Brock And Sheaff Brock Investment Advisors Expands Allworth’s Investment Capabilities.

By Jeff Berman

/ 26 Jun 2025

John Bunch, CEO, Allworth Financial

CAIS Launches Model Alts Portfolios, Expanding Platform Options

BlackRock, Carlyle, Franklin Templeton And KKR Provide New Model Portfolios

By Michael Madden

/ 26 Jun 2025

Neil Blundell, Chief Investment Officer, CAIS Advisors

Apollon Expands Into Ohio By Picking Up $1.7 Billion Janney Team

The Addition Of Chornyak & Associates In Columbus Also Deepens Apollon’s Midwest Presence.

By Jeff Berman

/ 24 Jun 2025

Michael Dolberg, Founding Partner and CEO, Apollon Wealth Management

The Wealth Consulting Group Hires Former LPL Exec Andy Kalbaugh

Kalbaugh To Lead Firm’s Strategic Growth Initiative

By Michael Madden

/ 20 Jun 2025

Andy Kalbaugh, President, Wealth Consulting Group

Osaic To Add $13.5 Billion In AUM With CW Advisors Acquisition

The Purchase Provides Boston-Based RIA CWA With Increased Access To Long-Term Capital.

By Jeff Berman

/ 18 Jun 2025

Jamie Price, President and CEO, Osaic

Beacon Capital Acquires $1 Billion Astor

Acquisition Expands Beacon’s Risk-Managed Investment Capabilities

By Janeesa Hollingshead

/ 18 Jun 2025

Emily Damman, President, Beacon Capital Management, and Bryan Novak, CEO, Astor Investment Management

Cetera Launches RIA And Branches Channel

Jen Hanau Named Leader Of Cetera’s Fifth And Newest Channel.

By Jeff Berman

/ 13 Jun 2025

Jen Hanau, RIA and Branches Channel Leader, Cetera Financial Group

Startup L1 Brings Hedge Fund Strategies ‘Onchain’

Platform Puts Hedge Fund Strategies Onto Blockchain In Effort To ‘Democratize’ Access

By James Miller

/ 13 Jun 2025

Miguel Kudry, CEO & Co-Founder, L1

Sanctuary Recruits Advisor From Merrill Lynch

Mitch Benedon Joins Sanctuary Partner Eclipse Private Wealth Management Through Enterprise Partner Program

By Michael Madden

/ 11 Jun 2025

Michael Longley, Chief Growth Officer, Sanctuary Wealth, and Mitch Benedon, Senior Wealth Advisor, Eclipse Private Wealth Management

Bluespring Wealth Partners Buys Kestra Firm SilverStar

Bluespring Merges SilverStar Into Its LifeBridge Financial Group To Create $1.4 Billion Advisor Team.

By Jeff Berman

/ 11 Jun 2025

Pradeep Jayaraman, President, Bluespring Wealth Partners

Arax Buys $4 Billion RIA Business Of Michigan-Based Schechter

Arax Expands Midwest Footprint With Michigan Buy

By Michael Madden

/ 4 Jun 2025

Haig Ariyan, CEO, Arax Investment Partners