Why Wealth Consulting Group Is Building A Growth Brain Trust
Wealth Consulting Group’s advisory board shows how hybrid RIAs are using outside expertise to scale M&A, technology and advisor support.
WCG Hired A Platform Operator. That Says A Lot About Its Growth Plan.
Wealth Consulting Group’s Andy Kalbaugh hire shows how midsize hybrid RIAs are adding platform leadership for growth, M&A and succession.
Small RIAs Want Capital Without Giving Up Control. LPL Is Watching
LPL sees a minority-capital opening for smaller RIAs as deal sizes shrink and advisors seek growth funding without selling control.
Beacon Pointe Bought A Bethesda RIA. The Bigger Story Is Women-Centered Wealth
Beacon Pointe acquired The Family Firm, a Bethesda RIA with $857M in assets, expanding in the D.C. market with women-led planning depth.
WCG Hired An Emigrant Dealmaker. The Bigger Story Is Advisor Succession
Wealth Consulting Group hired Jason Ehrlich from Emigrant as CFO and corporate development chief, signaling a deeper push into M&A and advisor succession.
LPL’s Marc Cohen Says RIA Consolidation Is About To Speed Up
LPL’s Marc Cohen expects RIA consolidation to accelerate in 2026 as private equity cycles, succession pressure and platform scale reshape M&A.
LPL Is Buying Into Its Own Ecosystem. That Is The Real Story
LPL’s minority stake in Private Advisor Group shows how broker-dealers are using ownership, succession and RIA M&A to keep advisor assets close.
Wealth Enhancement Hit 100 Acquisitions. Now The Harder Part Begins
Wealth Enhancement acquired Wise Wealth, marking its 100th acquisition and showing how RIA consolidators are turning scale into a service model.
CW Advisors And Shore Group Show Two Very Different Osaic Growth Paths
CW Advisors’ Rovin deal and Shore Group’s Butler merger show how Osaic-linked firms are using acquisitions and combinations to scale.