Cerity Partners Adds $1.7B in Double Deal

Published on October 1, 2026

The New York-based registered investment advisor brought Cornerstone Capital and Echo Wealth Management into the fold, expanding its presence in Silicon Valley and Minneapolis.

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When One Partner Wants More

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Even the strongest financial advisor partnerships can reach a crossroads when partners want different things for the next chapter.

Fidelity to Raise RIA Custody Asset Minimum to $100M

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Advisors custodying with Fidelity with less than $100 million in client assets will have to depart by June 30, 2027, according to the firm.