The mega-RIA has snapped up Ocean Heights Advisors in Newport Beach, Calif. and signaled its readiness to acquire and integrate other...

Dropped in the bottom of a press release issued on June 3 of 2024 about $70bn Mercer Advisors’ efforts to create an alternative investing...

Mubadala Capital, an asset management subsidiary of Abu Dhabi sovereign wealth fund Mubadala Investment Company, has agreed to take...

Asset manager Neuberger Berman has agreed to make a minority investment in mega-RIA Mariner Wealth Advisors, which oversees $245bn in...

Independent wealth management giant Hightower has agreed to acquire NEPC, an institutional investment consultancy with roughly $1.7tn in...

Lido Advisors, a Los Angeles-based RIA with over $24bn in assets under management, revealed Monday that it has agreed to merge in Pegasus...

It's been confirmed that San Francisco private-equity firm TPG is taking a minority stake in the Overland Park, Kan.-based RIA firm...

Cerity Partners, a New York City-based independent wealth management firm, today announced that it is merging with Touchdown Ventures, a...