Will Armenta co-founded the "alts-for-advisors" platform with Joe Lonsdale, and advises Lonsdale's $6 billion venture capital fund. He'll be a managing director at Duran's Rise Growth Partners.

Despite the proliferation of minority buyers in the RIA marketplace, the number of deals has declined over the last couple years.

Prospera Generational Wealth leverages internal and outsourced talent to offer the firm's wealthiest families a broader range of services.

WPCG and HGGC have partnered up again, this time in Dallas, to support an inorganic growth strategy at a well-positioned RIA.

Morningstar research finds trust, communication and behavioral guidance may be more important to client retention than returns on investment.

Allworth has acquired Tridea Advisors, a local RIA with $341 million in assets, and Capital Point Financial Group, a Glenview, Ill.- and Sarasota, Fla.-based firm with $280 million in assets.

Also this week, DSJ has created a new RIA, Buckingham picked up a Detroit firm, Atria poached an Osaic team with $420 million, and St. Louis-based Krilogy announced three acquisitions in 2023.

Featured in Pt. 1 of this week’s roundup: Rockefeller Global Family Office, MAI Capital Management, The AmeriFlex Group and Private Advisor Group.