Brighthouse Had 6 Would-Be Buyers, Filing Shows
By Allison BellOne offered $4.6 billion for the MetLife offshoot, but it had trouble getting reinsurance to support the deal.
January 08, 2026
3 Mega-RIAs Join Goldman Sachs Referral ProgramCreative Planning, Mercer and Wealth Enhancement Group are among the first to join.
January 08, 2026
SEC Seeks Huge Boost to AUM Threshold for Small AdvisorsThe plan would raise the threshold to $1 billion from $25 million, easing compliance burdens for more RIAs.
January 07, 2026
FINRA Hits BD With $20K Fine Over Form CRS FailuresVSI Securities failed to disclose its disciplinary history on the form over a five-year period.
January 06, 2026
Jackson Partners With Asset Manager TPG for Annuity FuelMeanwhile, Corebridge has closed a $48 billion deal with Venerable, and Talcott and MassMutual have new products.
January 06, 2026
Cambridge Takes Minority Stake in AmeriFlex GroupThe investment is intended to accelerate the expansion of SuccessionFully, the hybrid RIA firm's single-source succession platform.
January 06, 2026
Stifel's Bills Tied to Barred Broker Keep GrowingThe firm is on the hook for nearly $200 million, with more settlements coming, over Chuck Roberts' risky recommendations.
January 06, 2026
Mariner Acquires Two RIAs With $1.8B in AssetsThe RIA firm has scooped up First National Advisors in Massachusetts and Strava Wealth in Pennsylvania.