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Browsing: wealth management consolidation

Two advisory firm office towers linked by a sky-bridge representing an RIA merger 2026

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

June 8, 2026

Modern Wealth, Waverly, and Arax opened June 2026 with deals as serial RIA acquirers buy tax firms and wirehouse breakaways. The new consolidation moat.

RIA wealth management firm acquisition handshake 2026

AI Wealth Management

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.

Browsing: wealth management consolidation

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

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

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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