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The WealthStack Podcast: 2025 WealthTech Projections and Predictions with Davis Janowski

Jan 24, 2025

The Tech You Use Doesn’t Matter

Jan 23, 2025

Merit Financial Advisors Hires Captrust Alum To Steer M&A

Jan 23, 2025

OneDigital Buys C$5.5B Montreal Wealth Manager

Jan 23, 2025

Steps to Consider When Helping Clients Transition the Family Business

Jan 22, 2025

Featured

Scenes from the 10th Annual WealthManagement.com Industry Awards

Sep 09, 2024

Ten Best Books of 2024 for Financial Advisors

Dec 05, 2024

America’s 30 Safest and Wealthiest Retirement Towns

Nov 27, 2024

How Well Do You Remember 2019?

Jan 03, 2023

Highlights

Focus Hub Merges In $4B Seattle RIA

Jan 24, 2025

The acquisition of Merriman Wealth Management marks the ninth for Focus Partners Wealth, the newly rebranded The Colony Group and...

Carson Group Fully Acquires $1B Chicago Firm

Jan 23, 2025

Carson Wealth Chicago includes more than 15 advisors across five locations and follows Carson Group’s purchase...

Compound Planning co-founders Christian Haigh (left) and Alex Farman-Farmaian

Compound Planning Reels in Four Advisors, Bringing AUM to Over $2.5B

Jan 23, 2025

The self-described digital family office has also beefed up its leadership team with new roles in engineering...

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OneDigital Buys C$5.5B Montreal Wealth Manager

Jan 23, 2025

The deal with PWL Capital is a first step toward OneDigital’s long-term expansion into Canada.

The Top 10 Wealth Management M&A Deals in 2024

Jan 23, 2025

Private equity dominated deal activity in 2024, sowing the seeds for more M&A and tuck-in acquisitions, according to Echelon Partners.

Cambridge's BridgePort Closed 2024 with Double Deal Totaling $400M

Jan 21, 2025

The acquisitions of California-based PearTree Advisory Group and Indianapolis-based Premier Wealth Advisors bring BridgePort's AUA to just over $2 billion.

Farther Recruits $650M Midwest RIA

Jan 15, 2025

SignalPoint Asset Management represents Farther’s largest partnership to date.

Corient Acquires $10.4B New York Multi-Family Office

Jan 15, 2025

Corient will strengthen its family office platform by acquiring Geller & Company.

RetirementDNA Managing Partner Daniel Dubois

Integrated Recruits $1B Retirement Plan-Focused Firm

Jan 15, 2025

San Diego-headquartered RetirementDNA was looking to grow its presence in the private wealth space.

Mariner Adds $1B in AUA in Triple Deal

Jan 14, 2025

Mariner has acquired Cincinnati, Ohio-based Cassady Schiller Wealth, Englewood, Colo.-based Jenkins Wealth and Marlborough...

Wealth Enhancement Group Adds $673M Pacific Northwest Firm

Jan 14, 2025

According to CEO Jeff Dekko, acquiring Northwest Investment Counselors will help Wealth Enhancement “better serve clients in the growing region.”

Elevation Point Stakes $750M Michigan RIA

Jan 14, 2025

The deal with Stonebrook Private represents Elevation Point’s first strategic investment since its inception in June.

$8B Balentine Sells 20% Stake to FJ Management

Jan 14, 2025

The investment from FJM, which has its roots in convenience stores, will help Balentine with succession planning and growth.

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