Newsmakers

IFP Adds $400 Million By Picking Up Two Advisor Teams From Commonwealth

Including Van Horn Financial Services In South Dakota And Severn Financial Advisors In Maryland, IFP Has Welcomed Four Former Commonwealth Teams Since October.

By Jeff Berman

/ 14 Aug 2026

IFP Adds $400 Million By Picking Up Two Advisor Teams From Commonwealth

Merit Expands Southern California Presence With Acquisition Of $900 Million Firm

The Purchase Of The Bridgeway Group Was Finalized On July 31, Merit Says.

By Jeff Berman

/ 13 Aug 2026

Merit Expands Southern California Presence With Acquisition Of $900 Million Firm

Beacon Pointe Advisors Chairman Joins AI-Platform Provider CogniCor’s Advisory Board

Palo Alto-Based Firm Aims To Increase RIA Capacity Through Strategic AI Applications

By WSR Newsroom

/ 12 Aug 2026

Beacon Pointe Advisors Chairman Joins AI-Platform Provider CogniCor’s Advisory Board

Corient To Buy $21 Billion Summit Trail Advisors

The Acquisition Of Summit Trail Is Expected To Close This Quarter

By Jeff Berman

/ 6 Aug 2026

Corient To Buy $21 Billion Summit Trail Advisors

Cetera Picks Up $3.5 Billion Advisor Team From Osaic

Pittsford, New York-Based iTP Partners Joins Cetera’s Blueprint Platform To Launch Independent RIA.

By Jeff Berman

/ 5 Aug 2026

Cetera Picks Up $3.5 Billion Advisor Team From Osaic

$300 Million Abound Advisors Joins Prospera

Texas- And California-Based Firm Says It Selected Prospera For ‘Personal Touch’ And Rising Technologies

By WSR Newsroom

/ 5 Aug 2026

$300 Million Abound Advisors Joins Prospera

IFG Recruits Over $1 Billion In Assets, Begins National Conference

Earlier This Year, The Firm Added Recruiters In Multiple Regions And Expanded Its Onboarding And Transition Team

By WSR Newsroom

/ 4 Aug 2026

IFG Recruits Over $1 Billion In Assets, Begins National Conference

Haven Tower Adds Former Kestra President Stephen Langlois To Its Board Of Advisors

Langlois Brings Platform Leadership And Wealthtech Experience As The Communications Firm Approaches Its 15th Anniversary

By WSR Newsroom

/ 4 Aug 2026

Haven Tower Adds Former Kestra President Stephen Langlois To Its Board Of Advisors

VestGen Wealth Expands Zocks Relationship To Enhance Organic Growth

Zocks’ AI-Based Tools Designed To Further Automate Tasks And Provide Data-Informed Insights About Potential Clients And Growth Opportunities

By WSR Newsroom

/ 4 Aug 2026

VestGen Wealth Expands Zocks Relationship To Enhance Organic Growth

RFG Advisory Implements Feathery-Designed Workflow Platform

The Platform Speeds Client Onboarding And Supports Faster Advisor Transitions, Said Feathery

By WSR Newsroom

/ 29 Jul 2026

RFG Advisory Implements Feathery-Designed Workflow Platform

Corient To Buy $4.9 Billion New York RIA

The Acquisition Of Seven Bridges Advisors Is Part Of Corient’s Continued Expansion In New York.

By Jeff Berman

/ 29 Jul 2026

Corient To Buy $4.9 Billion New York RIA

PRI Expands Retirement Plan Leadership Across Compliance, Pooled Plan And Legal Affiliates

Firm Said Appointments Are Part Of Two-Year Plan To Expand Leadership And Capabilities

By WSR Newsroom

/ 29 Jul 2026

PRI Expands Retirement Plan Leadership Across Compliance, Pooled Plan And Legal Affiliates

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