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Newsmakers

Breaking news across the wealth management industry

Prudential Advisors Recruits Zachary Karason To Mid America Financial Group

Cleveland-Based Advisor Previously Worked At U.S. Bancorp Advisors And Merrill Lynch

By WSR Newsroom

/ 4 Sep 2026

Prudential Advisors Recruits Zachary Karason To Mid America Financial Group

Sequoia Financial Buys $2.3 Billion Colorado RIA

In The Firm’s Second RIA Purchase Of 2026, BSW Wealth Partners Brings 19 Team Members And Will Rebrand To Sequoia Financial

By Jeff Berman

/ 2 Sep 2026

Sequoia Financial Buys $2.3 Billion Colorado RIA

Coldstream Adds Client Experience Chief, Elevates Wealth Strategy Leader

Moves Come As $15 Billion Firm Continues Broader Leadership Transition

By WSR Newsroom

/ 2 Sep 2026

Coldstream Adds Client Experience Chief, Elevates Wealth Strategy Leader

Cetera Adds $2.1 Billion Advisor Team From LPL

Sierra Ridge Advisor Group Will Launch Its Own RIA On Cetera’s Blueprint Platform As Part Of National Expansion.

By Jeff Berman

/ 1 Sep 2026

Cetera Adds $2.1 Billion Advisor Team From LPL

Sowell Management Launches Advanced Planning Group To Serve High Net Worth Clients

New Group Adds Estate, Tax And Advanced Planning Support Across Sowell And Cache River Platforms

By WSR Newsroom

/ 1 Sep 2026

Sowell Management Launches Advanced Planning Group To Serve High Net Worth Clients

Oppenheimer Hires Former UNC Basketball Star To Expand Athlete Wealth Business

Berry Joins Oppenheimer’s $6 Billion Robinson Private Client Group To Focus On Athletes Navigating NIL Deals

By WSR Newsroom

/ 1 Sep 2026

Oppenheimer Hires Former UNC Basketball Star To Expand Athlete Wealth Business

Vanguard To Buy Altruist

The Transaction Is Expected To Close Later This Year, The Firms Say.

By Jeff Berman

/ 27 Aug 2026

Vanguard To Buy Altruist

LPL Picks Up $1.6 Billion Team From Cambridge

Camp Hill, Pennsylvania-Based Conte Wealth Advisors Joins LPL’s Broker-Dealer And RIA Platform.

By Jeff Berman

/ 25 Aug 2026

LPL Picks Up $1.6 Billion Team From Cambridge

Wealth Consulting Group Surpasses $12 Billion In Assets

Independent Wealth Management Platform Sees 27% Growth Rate Since 2025

By WSR Newsroom

/ 21 Aug 2026

Wealth Consulting Group Surpasses $12 Billion In Assets

TAG Advisors’ Asset Management Platform Surpasses $2 Billion

The TAG Invest Platform Aims To Provide Portfolio Customization At Scale

By WSR Newsroom

/ 20 Aug 2026

TAG Advisors’ Asset Management Platform Surpasses $2 Billion

Stratos Buys $400 Million Illinois-Based RPI Financial Life Planners

The Deal Is Stratos’ 12th Since SEI Invested In The Firm

By WSR Newsroom

/ 20 Aug 2026

Stratos Buys $400 Million Illinois-Based RPI Financial Life Planners

MAI Enters Atlanta Market By Adding $490 Million RIA Waypoint

Firm Is MAI’s Fourth Acquisition For 2026.

By Jeff Berman

/ 18 Aug 2026

MAI Enters Atlanta Market By Adding $490 Million RIA Waypoint