Deals & Moves: $1B-Plus Advisor Teams Jump to Citizens, RBC

Published on June 27, 2025

In addition, RIA Merit snags a $365M firm with new investment capabilities in Wisconsin, and Dynasty RIA DayMark recruits advisors from FiNet and Janney.

Continue reading on website
Other news

Agencies request comment on proposal to modify certain regulatory capital standards

June 27, 2025
Agencies request comment on proposal to modify certain regulatory capital standards

As RIAs Scale, Talent War Heats Up for In-House M&A Expertise

June 27, 2025
Acquiring RIAs like Clearstead and Kestra’s Bluespring are in the market for business development hires even as mega- to mid-sized RIAs like Captrust, Soltis and Caprock have recently poached M&A expertise.