FINTRX’s Q1 2026 report added 119 family offices, with 83% favoring direct private deals. Why allocators now shift $5 direct for every $1 to funds.
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BlackRock-GeoWealth UMA model portfolios go live with 15% private allocation. Inside the 60/25/15 framework reshaping RIA portfolio construction in 2026.
Spousal Lifetime Access Trusts surge in 2026 as OBBBA’s permanent $15M estate exemption rewrites the math. Reciprocal-trust pitfalls advisors must avoid.
Moss Adams Wealth Advisors becomes Threadline Wealth: a $5.8B RIA spinout from Baker Tilly backed by Cynosure Group, with Justin Fisher as CEO.
Echelon: Q1 2026 RIA M&A set a record with 142 deals and $1.67T in AUM transacted. PE drove 72% of activity as US firms pushed into Europe and Australia.
39,171 advisors switched firms in 2025, a near-decade high. RIAs gained 2,573 net; wirehouses shed 1,144. What the independence tide means for wealth management in 2026.
Wirehouse retention bonuses no longer match what RIAs offer. Inside the 2026 lift-out economics: equity, time-to-vest, and why wirehouses are losing the math.
Wealthspire acquires $1.2B Fi3 Advisors; Merit Financial closes 58th deal. Inside the boutique RIA M&A wave reshaping wealth management in 2026.
LPL Financial agreed to buy Mariner Advisor Network: 367 advisors, $31B AUM. Inside the deal reshaping the independent broker-dealer landscape.
PE-backed platforms drove 90% of RIA M&A in 2025-2026. Inside the consolidation math, Wealth Enhancement’s $1.2B add, and what it signals for advisors.