Aspen’s 8th deal spotlights permanent-capital RIA buyers who promise never to resell you, just as PE-backed roll-ups approach their exit clock. What sellers should ask.
Browsing: wealth management
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.
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.