RIA Mergers Surge to Record Levels as Lower Rates and Private Equity Dri...

November 6th, 2025
Registered investment advisor (RIA) merger and acquisition activity has reached historic levels in 2025, with 273 transactions year-to-date.

Read More

Tharimmune Secures $540 Million in Private Placement to Support Canton N...

November 5th, 2025
Tharimmune, Inc. announced that it has entered into subscription agreements with institutional and accredited investors for a private placement off...

Read More

M&A Boom Fuels Complex Transitions and New "Merger of Equals" Strategies

November 4th, 2025
The wealth management industry continues to experience a record-breaking surge in mergers and acquisitions in 2025, with dealmakers navigating incr...

Read More

Financial Advisors Approach AI with Caution Despite Growing Interest

November 3rd, 2025
Most financial advisors remain hesitant to fully integrate artificial intelligence into their practices, despite acknowledging its potential to str...

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Morgan Stanley Expands Private Market Reach with Acquisition of EquityZen

October 31st, 2025
Morgan Stanley announced its agreement to acquire EquityZen, a trading platform specializing in shares of private companies, marking the bank's fir...

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UBS Faces $8.6 Billion in Outflows Amid Advisor Departures and Compensat...

October 30th, 2025
UBS Group AG's Americas wealth division reported $8.6 billion in client asset outflows during the third quarter, marking a sharp reversal from $...

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Wall Street Set for Record-Breaking Bonus Year as Profits Surge

October 28th, 2025
Wall Street is on track for a historic bonus season as major banks post soaring profits driven by resurgent dealmaking and a booming stock market.

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Stifel Exits Independent Brokerage Business, Transferring Unit to Equita...

October 27th, 2025
AdvisorHub reports that the firm will transfer its Stifel Independent Advisors (SIA) unit to Equitable Advisors, according to a source familiar wit...

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Wells Fargo Maintains Advisor Compensation Grid for 2026

October 24th, 2025
Wells Fargo will maintain its core compensation structure for financial advisors in its Private Client Group through 2026, marking the fifth consec...

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Wells Fargo Targets Margin Growth in Wealth Management Amid Rising Reven...

October 23rd, 2025
Wells Fargo reported improved third-quarter results for its wealth and investment management division but acknowledged that profitability remains b...

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Blog

RIA Mergers Surge to Record Levels as Lower Rates and Private Equity Dri...

November 6th, 2025
Registered investment advisor (RIA) merger and acquisition activity has reached historic levels in 2025, with 273 transactions year-to-date.

Read More

Tharimmune Secures $540 Million in Private Placement to Support Canton N...

November 5th, 2025
Tharimmune, Inc. announced that it has entered into subscription agreements with institutional and accredited investors for a private placement off...

Read More

M&A Boom Fuels Complex Transitions and New "Merger of Equals" Strategies

November 4th, 2025
The wealth management industry continues to experience a record-breaking surge in mergers and acquisitions in 2025, with dealmakers navigating incr...

Read More

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