The SEC’s qualified client threshold rises to $2.7M net worth on June 29, 2026. What RIAs charging performance fees must document now to protect grandfathered clients.
Browsing: wealth management
Dynasty’s Optima deal shows RIA consolidation in 2026 pivoting from buying AUM to selling growth services. What the deal data means for advisors weighing a sale.
Choreo wins $5B of SpaceX employee wealth at 0.5% via collective bargaining, beating Morgan Stanley, Creative Planning, and Corient. What RIAs must learn now.
Switzerland’s UBS capital rules demand ~$20B in extra CET1. The squeeze hits the same US wealth arm UBS just won a charter to grow.
RIA M&A concentration is reshaping 2026: the average seller now manages $1.16 billion as mid-market deals fall from 50% to 32%. What it means for founders.
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.