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[@wealth_mgmt](/creator/twitter/wealth_mgmt)
"Corient the registered investment advisor arm of CI Financial is continuing its acquisition streak since global alternative asset manager Mubadala Capital took the firm private earlier this year"  
[X Link](https://x.com/wealth_mgmt/status/1973768220621304169) [@wealth_mgmt](/creator/x/wealth_mgmt) 2025-10-02T15:13Z 58.9K followers, XXX engagements


"🚨 401(k) revolution: Education Cold calling Prime Capital won $450M plan converted $180M to managed accounts earning $540K annually Secret Meeting every participant as educator not seller 📚 Game changer 🎯"  
[X Link](https://x.com/wealth_mgmt/status/1978166413463376035) [@wealth_mgmt](/creator/x/wealth_mgmt) 2025-10-14T18:30Z 58.9K followers, XXX engagements


"🚀 Hightower launches Signature Wealth - new branded RIA channel as part of "Hightower 3.0" strategy. $326B firm moves toward centralized model to compete with Creative Planning & Mercer Advisors. Target: 20-25% of assets 📈 #RIA #WealthMgmt"  
[X Link](https://x.com/wealth_mgmt/status/1978478469542555988) [@wealth_mgmt](/creator/x/wealth_mgmt) 2025-10-15T15:10Z 58.9K followers, XXX engagements


"Blackstone creates new group to bring private equity into 401(k)s targeting $12.5T DC market. Follows Trump's executive order easing alt investment access. Will plan sponsors embrace higher fees for better returns"  
[X Link](https://x.com/wealth_mgmt/status/1978521255364964664) [@wealth_mgmt](/creator/x/wealth_mgmt) 2025-10-15T18:00Z 58.9K followers, XXX engagements


"Wirehouses crush Q3 Merrill $6.3B rev (+10%) Morgan Stanley eyes $10T AUM Wells cuts advisor attrition. Hot topics: crypto ETFs sports franchise investing & lending growth #Wirehouses #Q3"  
[X Link](https://x.com/wealth_mgmt/status/1978559002683244554) [@wealth_mgmt](/creator/x/wealth_mgmt) 2025-10-15T20:30Z 58.9K followers, XXX engagements


"Integration isn't magic. It's management. Most RIAs still struggle: "We were told everything would work together but nothing does." The solution Strategic planning + smart vendor selection + persistence. #TechIntegration #RIA #WealthManagement #FinTech"  
[X Link](https://x.com/wealth_mgmt/status/1977041504993501555) [@wealth_mgmt](/creator/x/wealth_mgmt) 2025-10-11T16:00Z 58.9K followers, XXX engagements


"🥊@Pontera CEO calls out Fidelity in public letter accusing the 401(k) giant of "anticompetitive power grab" by blocking advisor access to client retirement accounts. Battle over $13T market heats up #Fintech #401k"  
[X Link](https://x.com/wealth_mgmt/status/1977811575424557369) [@wealth_mgmt](/creator/x/wealth_mgmt) 2025-10-13T19:00Z 58.9K followers, XXX engagements


"🚀 @BeaconPointeRIA's 11th deal of 2024 Acquires $944M Boston RIA Sensible Financial now at $54B AUM across 75+ offices. Aggressive East Coast expansion continues after recent $857M Maryland deal 📈 #RIA #MA"  
[X Link](https://x.com/wealth_mgmt/status/1978491054295818517) [@wealth_mgmt](/creator/x/wealth_mgmt) 2025-10-15T16:00Z 58.9K followers, XXX engagements


"CAIS conference highlights alts momentum: 400+ registered funds available (half launched in XX months) Deloitte projects 12x growth to $4.1T. Asset managers now "all in" on wealth channel. #AlternativeInvestments"  
[X Link](https://x.com/wealth_mgmt/status/1978596751024988290) [@wealth_mgmt](/creator/x/wealth_mgmt) 2025-10-15T23:00Z 58.9K followers, XXX engagements


"🚀 Aboon raises $17.5M to revolutionize 401(k) plan management for advisors AI-powered TPA cuts setup from 10-12 weeks to X day. Led by Bain Capital Ventures. Game-changer for advisor-client retirement planning 💼"  
[X Link](https://x.com/wealth_mgmt/status/1978830791875383529) [@wealth_mgmt](/creator/x/wealth_mgmt) 2025-10-16T14:30Z 58.9K followers, XXX engagements


"Leadership shakeup at $27B RIA Choreo: President Roger Ochs departs returns to board. Michael Rittershaus joins as Chief Service Officer from Edelman Financial Engines3rd major Edelman hire this year"  
[X Link](https://x.com/wealth_mgmt/status/1978855959943352540) [@wealth_mgmt](/creator/x/wealth_mgmt) 2025-10-16T16:10Z 58.9K followers, XXX engagements


"Major FAFSA changes impact divorced parents: custodial parent now = most financial support (not residence). Child support now treated as asset vs income. Remarriage timing matters for aid. Key strategies inside: #FAFSA #CollegePlanning"  
[X Link](https://x.com/wealth_mgmt/status/1979253580352602307) [@wealth_mgmt](/creator/x/wealth_mgmt) 2025-10-17T18:30Z 58.9K followers, XXX engagements


"🎯 @EdwardJones (20K advisors X% alts allocation) & @FocusFinancial execs at #CAIS2025: "You either adapt or face extinction." Alts adoption now existential for wealth firms serving sophisticated investors. #WealthTech #Alts"  
[X Link](https://x.com/wealth_mgmt/status/1979261130267672884) [@wealth_mgmt](/creator/x/wealth_mgmt) 2025-10-17T19:00Z 58.9K followers, XXX engagements


"A California-based credit union is suing LPL Financial Osaic and several former employees for a deliberate misappropriation of trade secrets claiming advisors leaving the firm took privileged information about all their customers. #WealthManagement"  
[X Link](https://x.com/wealth_mgmt/status/1979276226771431652) [@wealth_mgmt](/creator/x/wealth_mgmt) 2025-10-17T20:00Z 58.9K followers, XXX engagements


"🔥 Platform battle: @RightCapitalHQ launches OCR tool to help advisors migrate FROM eMoney Advisor. Auto-extracts client data from PDFs. Plot twist: eMoney has had similar tool for a year 👀 Market share war intensifies #AdvisorTech #FinTech"  
[X Link](https://x.com/wealth_mgmt/status/1979578219805204803) [@wealth_mgmt](/creator/x/wealth_mgmt) 2025-10-18T16:00Z 58.9K followers, XXX engagements