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RIA wealth management firm acquisition handshake 2026

Stratos Closes 11 Firms and Corient Acquires a $7.8B Oklahoma RIA: Inside Mid-May’s Succession Sprint

May 25, 2026

Stratos closed 11 firms ($4.8B) and Corient acquired a $7.8B Oklahoma RIA in one week. What the succession sprint signals for advisors planning their exits.

AI Wealth Management

Inside April 2026’s Breakaway Wave: $7 Billion of Advisor Assets Walked Out the Door This Month

April 27, 2026

April 2026 saw the biggest advisor breakaway wave in years. Sanctuary, Corient, Mariner, Prairie View â€” $7B+ moved. What it signals for wealth management.

Browsing: Corient

Stratos Closes 11 Firms and Corient Acquires a $7.8B Oklahoma RIA: Inside Mid-May’s Succession Sprint

Inside April 2026’s Breakaway Wave: $7 Billion of Advisor Assets Walked Out the Door This Month

Family Offices After OBBBA: The Section 162 Test That Decides Whether Millions in Costs Are Deductible

Buffer ETFs Cross $80 Billion: What the 15% Floor Actually Costs Advisors in 2026

The GRAT Comes Back: Why a Permanent $15 Million Exemption Makes the Freeze Play Smarter in 2026

Vanguard and TIAA Put a Pension Back Inside the 401(k): The In-Plan Lifetime Income Push of 2026

Switzerland’s $20 Billion Capital Demand Lands on UBS Just as It Bets on a US Wealth Turnaround

Trump Accounts Launch July 4: The $1,000 Seed Is Free Money, the Tax Treatment Is Where Families Should Slow Down

Target-Date CITs Hit 54% of Assets as Mutual Funds Lose the 401(k)

Serial RIA Acquirers Open June Buying Firms and Breakaway Teams at Once

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