Wealthspire acquires $1.2B Fi3 Advisors; Merit Financial closes 58th deal. Inside the boutique RIA M&A wave reshaping wealth management in 2026.
Browsing: independent advisor
A $1.3B trio left Focus Partners to launch under Mariner Independent. Inside the equity-versus-W-2 tension reshaping where breakaway advisors land in 2026.
Schwab Advisor ProDirect launches with 10 RIAs at $21,000/year, targeting breakaway and growth-stage firms managing $50M to $300M. Here’s what it means.