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RPA Aggregator Consolidation to Heat Up
Published on August 31, 2026
The latest rumored deal by World Insurance is a sign of things to come.
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Other news
UBS Lures $1.4B Los Angeles Team From Bernstein
August 31, 2026
The four advisors will operate as Lumina Wealth Partners at UBS out of the firm's new Los Angeles office.
RIAs Add More ETFs in Q2, Shift Focus to Tech
August 31, 2026
The changes were modest, indicating that RIAs were strategically adding new ETFs to fulfill specific roles within their portfolios.