Transatlantic Deals, Record Volume & What’s Driving Wealth Management Consolidation in 2026

Big RIA M&A Deals Aren’t the Full Story

RIA Consolidation Boom Continues Despite Slumping M&A Activity

The Slowdown Behind Record Deal Volume

Advisor Deal Activity Breaks Another Record as Pace Shows Signs of Cooling

Shirl Penney lands hot cash in cold market, raising $100 million (says source) to ‘charge onto the offensive’ as competitors ‘hunker down’ under debt

RIA Quick Takes: Orion deepens DFA embrace by using it as portfolio manager-inside-ETF ~ Hardship withdrawals surge at Vanguard and Fidelity ~ Schwab hires 400 ~ Fidelity flips six funds into ETFs ~ Kitces makes list before Christmas ~ Amit Dogra has $1 billion of good news from his new Portland gig

M&A Trend Lines Take Dive in Q4

LPL Financial prepares to enter the ‘OSJ’ channel — this time as an owner, headed by a former executive whose staff advises $40-billion