Also, Allworth expands with a $500 million-plus team in Texas, while two former colleagues find independence at Carson Group.
Bluespring Wealth Partners (Bluespring), a leading acquirer of RIAs and wealth management firms, today announced that Kestra Financial-affiliated firm Front Porch Financial (Front Porch), has joined ...
Windgate Wealth Management is the second acquisition overseen by Mac O'Brien, Chief Growth Officer at Rothschild Wealth Partners, since he joined the firm in the summer of 2025. This merger represents ...
BEDMINSTER, N.J., Jan. 16, 2026 /PRNewswire/ -- Gladstone Wealth Partners, an independent wealth management firm, today announced that three of its partner firms The Fox Alliance, Maverick Partners ...
Also, Bluespring's latest addition forms a $1.7 billion practice, while Credent unveils a deal double to start its 2026 ...
Report challenges stereotypes around ‘pension gulf’ between men and women - Perceptions around gender ‘confidence gaps’ in ...
In addition, Rothschild Wealth deals for a Chicago-area RIA, Apollon Wealth adds a $200M firm, and a Bluespring partner firm bulks up assets with a deal.
Industry veteran brings nearly three decades of experience to lead AmeriLife's expanding Wealth Distribution platform ...
In addition, LPL snags advisors from Wells Fargo and Raymond James recruits from Merrill Lynch and Benjamin F. Edwards Advisors ...
"Women have fewer opportunities to practise long-term financial decision-making" ...
Saudi Arabia’s sovereign wealth fund has ended a year-long ban on new advisory services from consultancy PwC, opening the door for the firm to rebuild its business in the kingdom after a bruising ...
HONG KONG SAR - Media OutReach Newswire - 21 January 2026 - WRISE Group, one of the fastest-growing independent wealth management firms, today announced a strategic alliance with The Continental Group ...