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Newsmakers

Breaking news across the wealth management industry

Invest In Others Announces Finalists For 20th Annual Awards

Charitable Foundation Names 15 Finalists For The 2026 Invest In Others Awards. Recipients Will Be Announced At The Gala On Sept. 17 In Boston.

By Jeff Berman

/ 24 Jul 2026

Caprock Acquires $4 Billion Texas-Based Venturi Private Wealth

The Acquisition Enhances The Firm’s High Net Worth Services

By Thomas Lee

/ 16 Jul 2026

Caprock Acquires $4 Billion Texas-Based Venturi Private Wealth

Sanctuary Wealth Reports Record Recruiting As Wirehouse Breakaways Continue

Firm Says It Added Advisors Representing $12.7 Billion In Client Assets Over The Past Year

By Thomas Lee

/ 16 Jul 2026

Berthel Fisher Recruits APP Financial, Adds Business Development VP

$146 Million Indiana-Based Firm Joins As Madyson Tracy Assumes Business Development Role

By WSR Newsroom

/ 9 Jul 2026

Berthel Fisher Recruits APP Financial, Adds Business Development VP

Hightower Signature Wealth Adds $5 Billion By Buying 3 Affiliated Advisor Firms

Private Vista, Hightower Great Lakes And The McGuirk & De Nevi Group Join Hightower’s National Direct-To-Consumer Advisory Practice.

By Jeff Berman

/ 8 Jul 2026

Hightower Signature Wealth Adds $5 Billion By Buying 3 Affiliated Advisor Firms

$6 Billion Massachusetts Firm Launches Hybrid RIA

Worcester-Based Bartholomew & Company Continues Its Broker-Dealer Affiliation With Commonwealth.

By Jeff Berman

/ 7 Jul 2026

$6 Billion Massachusetts Firm Launches Hybrid RIA

Clearstead Advisors Buys $2.6 Billion Philadelphia Team From myCIO

Clearstead Plans Further Acquisitions With Support Of Majority Owner Flexpoint Ford

By Jeff Berman

/ 2 Jul 2026

Clearstead Advisors Buys $2.6 Billion Philadelphia Team From myCIO

Cambridge Names VP Of Infrastructure And Operations

Erik Smyer To Oversee Cybersecurity, Infrastructure And Hardware Management

By WSR Newsroom

/ 29 Jun 2026

Cambridge Names VP Of Infrastructure And Operations

Jennifer A. Ayer Joins Caprock As Managing Director Of Purpose-Driven Wealth

Ayer Will Support Firm’s Ongoing Impact Investing

By WSR Newsroom

/ 26 Jun 2026

Jennifer A. Ayer Joins Caprock As Managing Director Of Purpose-Driven Wealth

Baird Picks Up $508 Million Minnesota Advisor Team From RBC

The Kashian Karels Group Has Joined Baird’s Wealth Management Office In Edina, Minnesota.

By Jeff Berman

/ 24 Jun 2026

Baird Picks Up $508 Million Minnesota Advisor Team From RBC

Sanctuary Wealth Recruits $350 Million Morgan Stanley Breakaway

Pierstone Wealth Management To Leverage Sanctuary’s Partnered Independence Model To Expand Business Servicing The LGBTQ+ Community

By WSR Newsroom

/ 22 Jun 2026

Sanctuary Wealth Recruits $350 Million Morgan Stanley Breakaway

Seven Bridges Wealth Advisors Adds Former Edward Jones Advisor

Jon Connell Will Lead Seven Bridges’ Saratoga Springs Office

By WSR Newsroom

/ 22 Jun 2026

Seven Bridges Wealth Advisors Adds Former Edward Jones Advisor