4+ day, 13+ hour ago   (570+ words) Hightower Advisors has moved another of its existing partner firms into its fully integrated national practice, announcing the latest addition to its fast-growing Hightower Signature Wealth arm. In the deal announced Wednesday, Hightower is folding Boston Hill Advisors, a member…...

5+ day, 12+ hour ago   (490+ words) Prime Capital Financial has opened a dedicated endowments and foundations practice, hiring Mark Hays away from Glenmede to serve as its president. "Endowments and foundations deserve a true partner who can match institutional-caliber expertise with real personal attention, and we've…...

1+ week, 2+ day ago   (738+ words) Maridea Wealth Management has expanded its footprint in the Northeast with a landmark acquisition. The Brooklyn, New York-based RIA announced this week that it has acquired Pultro Financial Management, a New Britain, Pennsylvania-based independent practice specializing in behavioral finance and…...

1+ week, 4+ day ago   (443+ words) A Colorado Springs-based registered investment advisor has extended its national footprint into the Pacific Northwest, acquiring a Portland, Oregon wealth management practice with roughly $224 million in client assets as part of a succession-driven transaction that reflects the accelerating pace of…...

1+ week, 4+ day ago   (647+ words) Wealth management compliance vendor Archive Intel has struck a partnership with Zocks, the privacy-focused AI notetaking platform, to help advisory firms review and store records generated by AI meeting assistants before regulators come knocking. The new integration routes transcripts and…...

2+ week, 5+ day ago   (464+ words) Mercer Advisors has acquired Columbus-based NorthAvenue Financial Advocates as the $110 billion mega-RIA seeks to continue growing its presence across the Ohio Valley region. NorthAvenue was founded in 2018 by Kristen Moosmiller, who has led her practice alongside fellow advisor Stephanie Bailey…...

2+ week, 5+ day ago   (669+ words) Curi Capital, a Chicago-based registered investment adviser overseeing more than $14 billion in assets under advisement, has agreed to a majority investment from private equity firm The Vistria Group, the companies announced Tuesday. The deal, expected to close in late September,…...

2+ week, 5+ day ago   (439+ words) The firm has announced that it has secured a minority investment from Constellation Wealth Capital, a private equity firm focused exclusively on investing in independent wealth management firms, which completed six deals in 2025. The deal gives Confluence access to growth…...

3+ week, 2+ day ago   (449+ words) Two teams managing a combined $590 million in client assets have moved to independent broker-dealer platforms, underscoring continued momentum in advisor recruiting at LPL Financial and Raymond James. Firstly, Paul McCutchen and Jarod Wesson, AAMS, have joined LPL Financial from Edward…...

3+ week, 3+ day ago   (528+ words) Osaic is extending its footprint in Iowa as a Cedar Rapids-based advisory firm departs Ameriprise to affiliate with one of its OSJs. Osaic announced Thursday that it has recruited IronGate Services, a Cedar Rapids, Iowa-based advisory firm managing roughly $367 million…...