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.
Two RIA Platforms Had Record Years. Their Growth Models Could Not Be More Different
Bluespring and Concurrent both reported record 2025 growth, but their models show two different paths for RIA acquisitions, capital and advisor support.
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.
A Chicago-Area Osaic Team Joined Cetera. The Real Story Is Growth Infrastructure
Cetera added Callero Capital Management from Osaic, showing how growth-minded advisor teams are weighing back-office support, succession and platform change.
Cambridge Took A Minority Stake In AmeriFlex. The Real Story Is Advisor Succession
Cambridge made a minority investment in AmeriFlex to scale SuccessionFully, showing how advisor succession is becoming a major wealth platform battleground.
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.
Cambridge’s WealthPlanners Deal Shows Succession Is Becoming A Platform Strategy
Cambridge’s WealthPlanners acquisition shows how independent broker-dealers are turning advisor succession into a platform strategy.
Cetera’s Nearly $19B RIA Move Is About Planning Scale, Not Just A New Name
Cetera merged Avantax Planning Partners and The Retirement Planning Group into Cetera Planning Partners, a nearly $19B employee-advisor RIA.
The Advisor Transition Problem Broker-Dealers Still Have Not Solved
Broker-dealers have pushed transition planning for years, but advisor aging, client continuity and succession risk now make it urgent.
RIA Growth Is Splitting Into Three Different Battles
&Partners added Wells Fargo and Edward Jones practices, while Sanctuary and AmeriFlex expanded through independence and succession moves.