Ex-Baird Managers’ RIA Recruits $1.4B Team From Former Firm
A team led by a father-and-son duo overseeing $1.4 billion at Baird Wealth Management has departed the regional…
Slow advisor transitions are costing RIA firms money and talent, and the industry is starting to act
Operational drag between an advisor signing and accounts going live is emerging as a competitive liability for wealth…
Wealth Enhancement to Buy $760M New York City Practice
Minneapolis-based Wealth Enhancement, which oversees more than $156 billion in client assets, has agreed to buy a practice…
Chicago’s Booth School Of Business Names Inaugural ED For Family Office Initiative
With the number of family offices growing in the US and the rest of the world, there is…
Mercer Advisors expands Los Angeles footprint with acquisition of women-led firm
Martine Lellis tells InvestmentNews that the deal reflects the competitive deal market and the $98B RIA’s advisor continuity…
Dallas-Based Wealth Advisor Joins Ascentis
Editorial Staff
February 19, 2026
Ascentis Family Wealth serves clients from…