Newsmakers

TOP NEWS CONDENSED FROM ACROSS THE WEALTH MANAGEMENT SPACE

Notes from Larry: I've assembled my personal picks of top news throughout the wealth management space – and why you should care.

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

Mariner To Add $1.7 Billion In AUA After Buying Arizona And New York RIAs

Separately, Mariner Institutional To Add $5 Billion In AUA With Acquisition Of Southeastern Advisory Services.

By Jeff Berman

/ 22 Aug 2025

Marty Bicknell, CEO and President, Mariner

Cresset Acquires Denver Consulting Firm; Combined Assets Near $200 Billion

Family Office Cresset To Combines With Monticello Associates By Year End.

By Jeff Berman

/ 20 Aug 2025

Avy Stein, Founder and Co-Chairman, Cresset

Sanctuary Wealth Recruits $1.2 Billion UHNW UBS Breakaway

Dial Square Private Wealth Launches In Orange County, California

By Michael Madden

/ 18 Aug 2025

Corient Buys $1.5 Billion Raymond James Advisor Team In Dallas

The Acquisition Of Messick Peacock & Associates Expands Corient’s Footprint In U.S. Southwest.

By Jeff Berman

/ 15 Aug 2025

Kurt MacAlpine, Partner and CEO, Corient

Osaic Adds $840 Million Credit Union To Its Institutions Channel

Osaic Recruits Minneapolis-Based Blaze Credit Union That Formed In 2024 Through Spire And Hiway Credit Unions Merger.

By Jeff Berman

/ 12 Aug 2025

Stephen Amarante, Executive Vice President, Osaic Institutions

CAIS Teams With Solactive To Launch Private Credit BDC Index

The CAIS Private Credit BDC Index (CAISCRED) Was Designed To Provide A Transparent Benchmark For Private Credit Exposure.

By Jeff Berman

/ 8 Aug 2025

Neil Blundell, Chief Investment Officer, CAIS Advisors

Larry Roth’s RLR Rebrands As Ascentix, Launches Growth Network

Growth-Focused Network Of Consultancies Covers M&A, Technology, Growth Planning, Finance, Compliance And Supervision, Brand Elevation And Communications

By WSR Newsroom

/ 7 Aug 2025

Larry Roth, CEO, Wealth Solutions Report

Newsmakers

Cerity To Buy $4.5 Billion Albany Advisory Firm Graypoint

IFG Hires Steven Gensler To Lead Advisor Growth Strategy

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

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

MAI Capital Management To Add $27 Billion California RIA Evoke

Mariner To Add $1.7 Billion In AUA After Buying Arizona And New York RIAs

Cresset Acquires Denver Consulting Firm; Combined Assets Near $200 Billion

Sanctuary Wealth Recruits $1.2 Billion UHNW UBS Breakaway

Corient Buys $1.5 Billion Raymond James Advisor Team In Dallas

Osaic Adds $840 Million Credit Union To Its Institutions Channel

CAIS Teams With Solactive To Launch Private Credit BDC Index

Larry Roth’s RLR Rebrands As Ascentix, Launches Growth Network

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