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Beacon Pointe Buys $2.7B RIA From Paris-Based Asset Manager
4 days ago · Beacon Pointe Acquires $2.7B RIA From Paris-Based Asset Manager iM Global Partner, an asset management network operating in the U.S. and Europe, has sold an RIA it acquired in 2021 …
RIA moves: Mercer Advisors adds nearly $1B with New York, Texas ...
Jan 7, 2026 · The RIA deal engine is officially turning over in 2026, with mega-RIA Mercer making two simultaneous announcements of deals as Integrated and Cerity Partners announce expansions of …
SEC proposes major increase to the RIA AUM threshold
2 days ago · See how the SEC’s proposal to raise the AUM threshold could reshape RIA compliance, reduce regulatory burden and influence future rulemaking across the industry.
EP Wealth buys $730m Arizona RIA in 2026 deal debut - Citywire
Jan 6, 2026 · EP Wealth Advisors is hitting the ground running in 2026, revealing the acquisition of a Scottsdale, Ariz.-based RIA on Tuesday. The serial acquirer’s first deal of the year adds Capital …
Beacon Pointe Acquires $2.7 Billion Bay Area RIA - Barron's
3 days ago · The addition of Litman Gregory Wealth Management raises Beacon Pointe’s assets under advisement to $61 billion.
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International Money Transfers from the U.S. to 190+ Countries | Ria ...
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