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Cerity Partners Acquires $3B RIA SOL Capital
Jan 8, 2026
$10B Employee-Owned Ferguson Wellman Makes First Acquisition
$10B Ferguson Wellman Makes First Acquisition
Portland-based Ferguson Wellman has added a regional RIA with $229 million in client assets amid the sea of competing roll-ups.
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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
Deal & Moves: Integrated Snags RIA, IBD Prospero Lands Wells Fargo TeamDeal & Moves: Integrated Snags RIA, IBD Prospero 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.
Alternative Investments
Cerulli: Up to One-Fifth of DC Plans Might Invest in Private Markets by 2035Cerulli: Up to One-Fifth of DC Plans Might Invest in Private Markets by 2035
However, DC plan sponsors will need to see a performance track record and education before they jump on board, according to a report from the firm.
Business Planning
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.
Business Planning
Zephyr's Adjusted for Risk: Matt Matrisian on M&A and Organic Growth in Wealth ManagementMatt Matrisian on M&A and Organic Growth in Wealth Management
Ryan Nauman sits down with Matt Matrisian to discuss trends in wealth management, the importance of organic growth, private equity's role in M&A, improving firm valuations and the important steps to implementing AI.
