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Newsmakers

Breaking news across the wealth management industry

Coldstream Merged With $2 Billion Cable Hill Partners

Merger Expect To Bolster Coldstream’s Retirement Offerings. Deal Transacted Without Private Equity Support.

By James Miller

/ 4 Jun 2025

Cable Hill Partners team

Sammons To Buy $8 Billion RIA Wealthcare From NewSpring

‘Well Capitalized’ Sammons Intends To Continue Expansion In Wealth Management

By Jeff Berman

/ 4 Jun 2025

Matt Regan, President and CEO, Wealthcare Capital Management

Mercer Buys Second RIA In Oklahoma, With $2 Billion In Assets

Oklahoma City-Based Full Sail Capital To Immediately Take Mercer Brand

By Jeff Berman

/ 3 Jun 2025

Dave Welling, CEO, Mercer Advisors

Cetera Appoints Ex-Envestnet Exec Head Of Its RIA Blueprint Platform

Andina Anderson Has Also Been Named Cetera’s Managing Director, Digital Solutions

By Jeff Berman

/ 30 May 2025

Andina Anderson, Managing Director, Digital Solutions, and Head of RIA Blueprint, Cetera Financial Group

Beacon Pointe Adds Veteran Retirement Specialist

The Addition Of Greg Mykytyn Is Part Of Beacon Pointe’s Expanding Retirement Plan Services In Dallas-Fort Worth

By Jeff Berman

/ 29 May 2025

Greg Mykytyn, Partner and Senior Wealth Advisor, Beacon Pointe Advisors

Mai Park Joins LPL’s Employee Advisor Channel From Merrill Lynch

Newport Beach, California-Based Park Had $330 Million In Client Assets At Merrill

By Michael Madden

/ 29 May 2025

Mai Park, Managing Director, Private Wealth Manager, Mai Park Capital

Integrated Partners Recruits $370 Million Boston Advisor Team

Corey Wealth Partners Joins Integrated Partners’ Advisor Network, Expanding Integrated’s Footprint In Greater Boston

By Jeff Berman

/ 27 May 2025

Rob Sandrew, Chief Growth Officer, Integrated Partners

Summit Takes Minority Stakes In Two More RIAs

Summit Invested In $250 Million Alabama Firm Parsons Broach And $313 Million Grandview Square In Minnesota

By Jeff Berman

/ 23 May 2025

Stan Gregor, CEO and Chairman, Summit Financial Holdings

Hightower Stakes $2 Billion Aviation Sector-Focused RIA Smith Anglin

Dallas-Based Smith Anglin Is Hightower’s Second Deal Of 2025.

By Jeff Berman

/ 22 May 2025

Bob Oros, CEO and Chairman, Hightower

Sowell Partners With Goldman And GeoWealth For HNW Portfolio Strategies

Partnership Produces Exclusive Allocation Strategies Personalized To HNW Client Preferences, Tax Needs And Objectives

By Michael Madden

/ 19 May 2025

Daryl Seaton, President, Sowell Management

$8 Billion Hybrid RIA NWF Advisory Rebrands As Artisan Capital

Los Angeles-Based NWF Advisory Group Rebrands To Emphasize Service Commitment

By James Miller

/ 15 May 2025

Shehab Mohammad, President & CEO, Artisan Capital Partners

Hightower Stakes $3.8 Billion RIA Lindbrook

With Offices In California And New York, Lindbrook Capital Is Hightower’s First Deal Of 2025.

By Jeff Berman

/ 15 May 2025

Bob Oros, CEO and Chairman, Hightower