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Newsmakers

Breaking news across the wealth management industry

Perennial Launches With Over $500 Million In Client Assets

Eight Founding Partners Affiliate With Integrated Partners

By WSR Newsroom

/ 15 Oct 2026

Perennial Launches With Over $500 Million In Client Assets

Sammons Introduces Criterion Wealth Advisory Brand

Beacon Capital Management, NorthRock Partners And Wealthcare Have More Than $27 Billion In Combined Assets Under Management Or Advisement

By Jeff Berman

/ 14 Oct 2026

Trilogy Capital Acquires $1 Billion Aviation-Focused RIA

Mountain Capital Deal Gives Trilogy An 11th Office And A Second Colorado Location

By WSR Newsroom

/ 13 Oct 2026

Trilogy Capital Acquires $1 Billion Aviation-Focused RIA

Ascentix Partners With PureFacts On Revenue Optimization

Firms Aim To Help Wealth Management Enterprises Improve Pricing, Billing, Advisor Compensation And Practice Management

By WSR Newsroom

/ 9 Oct 2026

Ascentix Partners With PureFacts On Revenue Optimization

Ascentis Independent Advisors Adds Four Practices With Over $1 Billion In Client Assets

The Practices Join From Raymond James, Bringing Ascentis Holdings To Nearly 50 Advisors Across 16 States

By Thomas Lee

/ 9 Oct 2026

Ascentis Independent Advisors Adds Four Practices With Over $1 Billion In Client Assets

AlphaCore Acquires Blue Rock With Over $400 Million In AUM

Blue Rock’s Nine‑Person Team Joins AlphaCore, Which Has Completed Four Deals This Year

By Jeff Berman

/ 8 Oct 2026

AlphaCore Acquires Blue Rock With Over $400 Million In AUM

Wealthspire Expands Client Services With New Sports & Entertainment Practice

The New Family Office Vertical Had About $2.88 Billion In Assets Under Management As Of Sept. 1

By Jeff Berman

/ 7 Oct 2026

Wealthspire Expands Client Services With New Sports & Entertainment Practice

LPL Picks Up $1.1 Billion Team From Wells Fargo

Alpharetta, Georgia-Based Praxis Financial Partners Joins LPL’s Broker-Dealer And RIA Platform

By Jeff Berman

/ 6 Oct 2026

LPL Picks Up $1.1 Billion Team From Wells Fargo

Trilogy Financial Launches Trilogy Tax & Consulting

New Affiliate Will Provide Tax Preparation, Identify Tax Planning Opportunities And Integrate Tax Mitigation Strategies

By WSR Newsroom

/ 2 Oct 2026

Trilogy Financial Launches Trilogy Tax & Consulting

Larry Roth Joins WealthStream Strategic Advisory Board

The Industry Veteran Will Help Guide Enterprise Strategy And Partnerships For WealthStream, The Firm Says

By Jeff Berman

/ 1 Oct 2026

Larry Roth Joins WealthStream Strategic Advisory Board

Prudential Advisors Rebrands As Prudential Wealth Advisors

Prudential Says Rebrand Reflects Shift Toward Broader Wealth Management

By WSR Newsroom

/ 25 Sep 2026

Prudential Advisors Rebrands As Prudential Wealth Advisors

Composition Wealth Hires General Counsel And CCO, Head Of Advisors

Gabrielle Glemann Becomes General Counsel And CCO While Joe Salcido Becomes Head Of Advisors

By WSR Newsroom

/ 23 Sep 2026

Composition Wealth Hires General Counsel And CCO, Head Of Advisors