NewEdge Nabs $1.25B Minnesota Team From UBS
By Rob BurgessNewEdge Wealth now has more than 70 advisors serving UHNW clients across 22 locations.
September 10, 2026
Why the Envestnet-Vestmark Deal Matters for AdvisorsThe transaction, experts say, will increase advisors' capabilities while moving Envestnet further into the BD space.
August 31, 2026
$2.1B Team Splits From LPL, Joins CeteraCalifornia-based Sierra Ridge Advisor Group leaves LPL after just 13 months and plans to launch an RIA.
August 27, 2026
Wells Fargo Steps Up Wealth Hiring After $1.5B RevampAfter a five-year effort, the wirehouse's latest recruiting push is focused on attracting independent advisors.
August 26, 2026
LPL Lands $1.6B Team From CambridgeConte Wealth selected LPL for its technology capabilities, advisor support resources and ability to help the firm scale.
August 24, 2026
Kestra Appoints New Head of Wealth ManagementAfter 13 years at BlackRock, Kelly Apple replaces John Amore, who had been promoted to president.
August 20, 2026
FP Transitions Introduces Firm Valuation Benchmarking ToolCEO Brad Bueermann also announces the hiring of a new chief operating officer.
August 17, 2026
Carson Group Hires SVP of Business DevelopmentKevin Peterson previously served as senior vice president of sales at Osaic.