Vistria takes majority stake in Curi Capital in fresh RIA deal by Emily Mcgrath | Aug 25, 2026 | Curi Capital
MAI Capital Management Expands California Presence with Addition of OG Private Wealth by Emily Mcgrath | Aug 18, 2026 | MAI
MAI Capital Management Expands Into Atlanta Market Through Acquisition of Waypoint Wealth Counsel by Emily Mcgrath | Aug 17, 2026 | MAI
Waverly Advisors’ Affiliate Acquires Smithfield Trust Company by Emily Mcgrath | Jun 17, 2026 | Waverly
