AmeriFlex Adds $354M Capital Insight Team From Osaic As Hybrid RIA Recruiting Builds
AmeriFlex adds Jacob Reid’s $354M Capital Insight team from Osaic as hybrid RIA recruiting competition intensifies.
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.
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.
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.
Perennial Taps Betty Chin As Advisor Recruiting Becomes A Growth Battleground
Perennial Financial Services named former Edward Jones recruiting leader Betty Chin chief growth officer as LPL OSJs compete for advisor growth.
&Partners Hit 100 Practices. The Bigger Story Is Its Ownership Bet
&Partners reached 100 advisor practices with Mannen Financial Group, showing how ownership, equity and culture are shaping advisor recruiting.
Why LPL Is Buying Advisors It Already Works With
LPL’s deal for Mariner Advisor Network brings 367 advisors and $31B closer to its supported-independence ecosystem.