RIA News

The 58-year-old RIA pioneer and architect of Mercer’s rapid growth-by-acquisition strategy oversaw almost 90 deals during his tenure. Martine Lellis, principal of M&A partner development, will take on his responsibilities.

Sanctuary announced several new capabilities at its Oasis conference in Hollywood, Fla., as it continues to integrate the tru Independence acquisition.

Private-equity backed RIAs and private equity firms accounted for most of the third quarter’s deal activity, according to Echelon Partners

The deal with Landmark Wealth Management Group marks Beacon Pointe’s fifth transaction this year and expands the firm’s Midwest footprint.

New UMA capabilities, personalized indexing, automated tax-loss harvesting and CTO Services announced for 2025.

Following its purchase of $45 billion Hall Capital Partners, private equity-backed Pathstone will now have a national footprint with 23 offices and over 750 team members.

The RIA partnership has acquired a solo practice in Colorado Springs and hired a veteran advisor from Charles Schwab in Orlando, Fla.

The acquisition of Sweet Financial is Carson’s second-largest deal to date.

Private equity firm Warburg Pincus exits its investment in Kestra after five years, while Stone Point returns as majority owner.

The former RBC Capital Markets team will join Raymond James’ employee advisor channel.