Deals & Moves: Corient Acquires RIA in Silicon Valley, Carson in Midwest
Yahoo Finance·2026-01-31 01:20

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. This week, a handful of wealth management CEOs championed their advisor recruiting and retention efforts on quarterly earnings calls.  Raymond James even highlighted a new reporting line revealing how much they spent on recruiting and retention in their fiscal first quarter. (It was up 22% year-over-year). In the meantime, RIA roll-ups continued to announce acquisitions, ranging from firm ...

Deals & Moves: Corient Acquires RIA in Silicon Valley, Carson in Midwest - Reportify