Wealthspire acquires $1.2B Fi3 Advisors; Merit Financial closes 58th deal. Inside the boutique RIA M&A wave reshaping wealth management in 2026.
Browsing: fiduciary
466 RIA deals in 2025, valuations at 11.6x EBITDA, and LPL’s $2.7B Commonwealth deal. Inside the consolidation squeezing mid-size RIAs in 2026.
The DOL’s March 30, 2026 proposed rule opens 401(k) menus to private equity, real estate, and crypto. What savers, sponsors, and advisors need to know.