Wealth management

Private Equity Tightens Its Grip on the RIA Gold Rush

What was once a fragmented, founder-led industry is increasingly steered by institutional capital chasing scale, succession opportunities and steady fee revenue.

February 26, 2026

Meet the Dealmaker: Venu Krishnamurthy, HarbourVest Partners

A Q&A with Krishnamurthy, who recently joined HarbourVest as Managing Director, Head of Global Private Wealth.

November 28, 2025

Private Equity

Reverence Capital Targets $2.75B Fund as PE Deepens Push Into Finance

Reverence Capital is scaling up its financial sector strategy amid record RIA deal activity and growing institutional demand for middle-market exposure.

November 12, 2025

Financial Services

PE Accelerates RIA Takeover: What’s Driving the Frenzy?

PE is piling into the space because of its recurring fee-based revenue and explosive growth trajectory.

May 13, 2025

Financial Services

Carson Group Buys Pinnacle Wealth Management

The team will join the Carson Wealth brand and operate from the firm's Roseville, Calif., office, bringing approximately $236 million in advisory and brokerage assets.

July 10, 2026

Financial Services

GCG Advisory Partners Adds Head Investment Partners

Head Investment Partners is a Tennessee-based wealth management firm serving clients across the southeast.

June 26, 2026

Financial Services

Bluespring Wealth Buys Element Wealth Advisors

Element Wealth Advisors is a financial planning and wealth management firm serving individuals, families, retirees and business owners.

June 25, 2026

Financial Services

Berkshire Partners Invests in Harbourfront Wealth Group

The investment positions Berkshire to capitalize on consolidation and advisor migration toward independent wealth management platforms in Canada.