Deals & Moves: Lido Buys LA-Area RIA, Vestwell to Add 30K Gusto 401(k) Plans

Published on December 12, 2025

In addition, MAI Capital acquires a $527 million firm in Maryland and Mercer pens its second deal of the month to expand in Portland, Ore.

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$15B Equity Services Inc. Appoints Alex David as President, CEO

December 12, 2025
Alex David departs Raymond James’ independent channel to succeed Ata Azarshani, who will retire at the end of the year.

Scalable Growth and the Rise of Women Focused Advice

December 12, 2025
Abby Salameh shares how scalable growth and women focused programs are reshaping the RIA landscape.