Newsmakers

Socium Advisors Merges With $1.6 Billion Amplify Wealth Partners

Deal Increases Socium’s Assets To $4.3 Billion And Expands Its Footprint Into Wisconsin

By WSR Newsroom

/ 2 Apr 2026

Socium Advisors Merges With $1.6 Billion Amplify Wealth Partners

Artisancap Adds $3.4 Billion In Assets Since January 2025

Firm CEO And President Attributes Success To Culture And Community

By WSR Newsroom

/ 2 Apr 2026

Artisancap Adds $3.4 Billion In Assets Since January 2025

NorthRock Buys $950 Million Midwest RIA

The Firm’s Purchase Of Vantage Financial Partners Adds Locations In Ohio, South Dakota And Wisconsin.

By Jeff Berman

/ 2 Apr 2026

Carlyle To Acquire Majority Stake In MAI At $2.8 Billion Valuation

Galway, Oak Hill And Harvest Partners Will Exit Ownership. Employees Will Continue To Hold A ‘Large’ Minority Stake.

By Jeff Berman

/ 1 Apr 2026

Carlyle To Acquire Majority Stake In MAI At $2.8 Billion Valuation

Cambridge Launches AI-Enabled Chat Assistant

‘Indy’ Is Trained On Cambridge Data And Incorporates Regulatory Compliance Into Its Design

By WSR Newsroom

/ 31 Mar 2026

Cambridge Launches AI-Enabled Chat Assistant

Mercer Adds $1.5 Billion New Hampshire RIA

Mercer Purchased Portsmouth, New Hampshire-Based Charter Oak Capital Management In Transaction That Closed Tuesday, It Said

By Jeff Berman

/ 31 Mar 2026

Mercer Adds $1.5 Billion New Hampshire RIA

Holistiplan Appoints Stephen Langlois To Board Of Directors

Former Kestra And Fidelity Executive To Advise Software Provider On Market Share And Advisor Adoption

By WSR Newsroom

/ 27 Mar 2026

Holistiplan Appoints Stephen Langlois To Board Of Directors

Independent Financial Group Launches Impact For Good Charitable Foundation

Foundation To Serve As Centerpiece Of IFG’s Initiative To Deepen Community Engagement And Employee Giving

By WSR Newsroom

/ 26 Mar 2026

Independent Financial Group Launches Impact For Good Charitable Foundation

Beacon Pointe Adds $695 Million By Buying Two Advisory Firms

Acquisitions Add To Beacon Pointe Presence In Texas, California And Tennessee

By Jeff Berman

/ 25 Mar 2026

Beacon Pointe Adds $695 Million By Buying Two Advisory Firms

Composition Wealth Onboards $900 Million Edgewater From Northwestern Mutual

Tacoma, Washington-Based Firm Strengthens Composition Wealth’s Pacific Northwest Presence

By WSR Newsroom

/ 25 Mar 2026

Invest In Others Announces 2026 Board And Leadership Council

Charitable Foundation Says New Governance Model Positions It For Greater Industry Engagement And Wider Impact

By Jeff Berman

/ 24 Mar 2026

Prudential Advisors’ Buckley Elected Secretary Of Finseca

Moira Buckley Begins Four-Year Leadership Term Leading To Finseca Presidency In 2028-29

By WSR Newsroom

/ 24 Mar 2026

Prudential Advisors’ Buckley Elected Secretary Of Finseca

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