Aon seeks to get into the middle-market segment of insurance brokerage and wealth management business with the acquisition of NFP, Wealthspire's parent company.

Wealth under management in Miami from Mexico clients alone increased by roughly 10% this year at JPMorgan, with similar gains coming from Argentina, Chile, Peru and several other Latin American nations

Exencial picked up a $500 million Austin firm in its third acquisition since 2020.

With 15 deals announced and another three the firm says are expected, 2023 stands as the second-most active in WEG’s history.

Cerulli data shows what would entice wealth advisors to manage defined contribution retirement plans.

Huatai Securities Co. is working with advisors as it evaluates possibilities for the US asset-management platform including a full or partial sale.

The industry is grappling with an unprecedented set of existential challenges.

The contradictions and competing priorities that come with the "professionalization" of the independent wealth management space underscored most of the conversations at the recent MarketCounsel Summit.

In the latest RIA news, Carson Group, Lido Advisors, Snowden Lane Partners, Buckingham Strategic Wealth, Savvy Advisors and Cetera all announced deals this week.

After rejoining the protocol earlier this year, Cresset is doing an about face and will leave the agreement effective Jan. 1, suggesting to some legal observers an ownership transition may be on the horizon.