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FinancialADVSR

Est. 2026Moves · Money · ManagementNew York

IN Concurrent eyes $3B to $10B RIA platforms after Spire buyFP Ask an Advisor: How do you help child-free clients plan?WM SEC Crypto Custody Proposal Draws Divisive ReactionsFP SEC seeks to ease advisors' custody burdens with discretionary tradingKC Weekend Reading For Financial Planners (October 3–4)IN Merrill to pay $39 million in cash sweep settlementWM How Far Can AI Overlays Really Go?WM Financial Wellness Tools Must Connect the DotsRB Fidelity's move to kick sub-$100-million RIAs off its platform is 'bizarre,' Kitces says; it’s likely to backfire, Chalekian says; yet, the Fidelity-Savvy deal last week may soften any blowWM Deals & Moves: HB Wealth Adds Family Trio, Hightower Signature Acquires Externally

Updated every ten minutes

The Wire

Every headline in wealth management from 8 outlets, in the order it was published. Each one links to the outlet that reported it.

  1. Deals · InvestmentNews

    Concurrent eyes $3B to $10B RIA platforms after Spire buy

  2. Deals · RIABiz

    Fidelity's move to kick sub-$100-million RIAs off its platform is 'bizarre,' Kitces says; it’s likely to backfire, Chalekian says; yet, the Fidelity-Savvy deal last week may soften any blow

  3. Deals · WealthManagement.com

    Deals & Moves: HB Wealth Adds Family Trio, Hightower Signature Acquires Externally

  4. Deals · InvestmentNews

    Beyond sell or inherit: A third exit for appreciated property

  5. Deals · Financial Planning

    How RIA sellers can avoid running out of runway

  6. Deals · InvestmentNews

    “The AI tsunami is going to change this industry in very unpredictable ways”

  7. Deals · WealthManagement.com

    Cerity Partners Adds $2B in Triple Deal

  8. Deals · InvestmentNews

    Cerity Partners adds Bay Area, Minneapolis, Atlanta firms in deal hat trick

  9. Deals · WealthManagement.com

    Concurrent Makes First RIA Platform Acquisition With $5.4B Spire Investment Partners

  10. Deals · WealthManagement.com

    Merchant Takes Stake in $97B Australian Wealth Firm

  11. Deals · InvestmentNews

    Wealth Enhancement agrees to buy $22B RWA Wealth Partners in family office play

  12. Deals · WealthManagement.com

    Wealth Enhancement Pens Largest Deal to Date with $22B RWA Partners

  13. Deals · Wealth Solutions Report

    Let’s Make A Deal: The Impact Of Consolidation On G2 Advisors

  14. Deals · InvestmentNews

    RIA moves: Hightower Signature Wealth adds New England reach with $752M Sandy Cove Advisors

  15. Deals · Wealth Solutions Report

    Report: North American Family Offices Optimistic About AI, Private Equity

  16. Deals · RIABiz

    Schwab's surprise unveiling of Anthropic deal at Future Proof shows it has an AI ace up its sleeve, but it may take five years or more to catch up with Altruist, if at all, say two analysts

  17. Deals · Kitces.com

    Taking Equity In An Acquiring Aggregator: Weighing The Growth Opportunities Against Valuation And Illiquidity Risks

  18. Deals · RIABiz

    Ritik Malhotra sells not-for-sale Savvy stake for $100 million after Utah Jazz owner showed up big for his LPL-disruption-by-AI play -- and Mark Casady re-upped at the new price as well

  19. Deals · RIABiz

    Bain Capital (mostly) funds Envestnet buy of Vestmark to surpass $10 trillion and define 'adaptive modularity' strategy, leaving Orion a clear RIA lane

  20. Deals · RIABiz

    MassMutual helps Flourish find white knight buyer and regain 'standalone' status just months ahead of Phase II rollout that makes its 1,300 RIA clients more like a giant virtual private bank

  21. Deals · RIABiz

    RIABIZ INTERVIEW: Jason Wenk tells RIABiz one big unnoticed reason why he sold to Vanguard, and the Bogle-ish scenario he envisions for his eventual departure decades hence