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Elevation Point Stakes $1.3B Ex-UBS Team in Atlanta
Elevation Point Stakes $1.3B Ex-UBS Team in Atlanta
The eight-member team has created Harbor View Private Wealth and represents Elevation Point's first investment of the year.
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Trusts & Estates
Latest Digital Edition
Trusts & Estates: December 2025 Digital Edition
Features on Estate Planning & Taxation, Fiduciary Professions and Ultra-High-Net-Worth Families & Family Offices
RPA
Beyond the Plan: How Diversified Practices Boost ProfitabilityBeyond the Plan: How Diversified Practices Boost Profitability
Advisors who integrate retirement and wealth management aren’t just growing faster—they’re building more durable, higher-margin businesses in an era of fee pressure.
RIA
Deal & Moves: Integrated Snags RIA, IBD Prospera Lands Wells Fargo TeamDeal & Moves: Integrated Snags RIA, IBD Prospera Lands Wells Fargo Team
In addition, $14B Mather Group acquires a New Jersey-based firm, Prime Capital recruits an established RPA, and EY analysts look ahead to the year in financial service M&A.
Business Planning
Zephyr's Adjusted for Risk: Future-Proofing Your Financial Advisory BusinessFuture-Proofing Your Financial Advisory Business
Zephyr's Ryan Nauman and Advisory Services Network's Tom Prescott discuss wealth management M&A trends, selling practices, private equity impact and AI's role in financial advising.
Regulation & Compliance
SEC Proposes Changing Which Advisors Are 'Small Entities'SEC Proposes Changing Which Advisors Are 'Small Entities'
The proposed changes would raise the asset threshold for considering advisors as small from $25 million to $1 billion, potentially affecting how the agency evaluates the economic impacts of rules on these businesses.
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