Bluespring Acquires $920M Ohio Firm
By Rob BurgessWhitaker-Myers Wealth Managers will join Bluespring's River Valley platform, representing $2.4 billion in client assets.
October 26, 2026
RBC Wealth Adds $1B Group From UBSThe Nepa/Susco Team, based in Pennsylvania, specializes in wealth planning.
October 08, 2026
Wirehouse Recruiting Winners and Losers: 5 Trends in 2026Two firms bled advisors, while two posted net gains in the first half of the year, according to Diamond Consultants.
October 08, 2026
Merit Acquires $1B Commonwealth Team in New YorkMoldenhauer & Associates is the 10th firm formerly affiliated with Commonwealth to join Merit since the LPL acquisition.
October 08, 2026
Hightower Signature Wealth Adds $1B Synergy Capital SolutionsThe wealth management practice will gain access to expanded operational and investment capabilities.
October 05, 2026
Independence? Advisors Are Leaving to Pursue ExcellenceThe best landing spots deliver a differentiated, integrated client experience across investments, wealth planning, technology and service.
October 05, 2026
What's Next for Advisor Compensation & RecruitingSign up now for our Oct. 28 webcast with Diamond Consultants CEO Louis Diamond to learn what's driving the frenzy in recruiting and dealmaking.
October 01, 2026
$1.3B UBS Team Moves to FiNetThe Ohio-based firm joins the Wells Fargo indie channel's Ascend Advisory Group.