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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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IN Allegheny Financial Group adds eight partners at 50-year milestoneIN Home equity wealth hits record with 2.4 million mortgage millionairesIN Healthcare cost blind spot threatens clients’ retirement securityWM Mercer Advisors Launches Philanthropic Services TeamFP Morgan Stanley places big bet on scale as AI commoditizes adviceIN California voters defeat landmark billionaire tax in $333m ballot fightRB Liz Nesvold flipped Emigrant's minority stake in Elevation Point, Emigrant reports -- the most recent quick exit after Eric Clarke and Mark Penske abruptly cut ties in late 2025IN Facet signs PGA Tour's Ben Griffin, who quit golf over debtIN Focus Financial buys entertainment business manager ML ManagementFP Will the midterms trigger an RIA M&A rush? It's complicated

Deals

Envestnet paying $750m for Vestmark; raises $625m to fund deal

Citywire RIA ·

Envestnet is paying $750m to acquire rival portfolio management software company Vestmark, according to investor materials viewed by Citywire. According to the materials, that $750m purchase price ...

Summary as published by Citywire RIA
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Financial ADVSR links to reporting from across the industry. This story was reported by Citywire RIA. Financial ADVSR is not affiliated with Citywire RIA. Updated every 10 minutes.

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