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Tampa

FLOW cover: Sibos Closes in Miami, the Rate Cycle Tightens, and Florida's Acquisition Pipeline Deepens

Week Ending October 4, 2026

Sibos Closes in Miami, the Rate Cycle Tightens, and Florida's Acquisition Pipeline Deepens

Sibos concludes in Miami Beach, the rate cycle prompts portfolio repricing, and Florida's wealth management acquisition pipeline deepens with Modern Wealth's fourth Florida deal and the Wealth Enhancement Group process reaching final bids.

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FLOW cover: Tampa Is Florida's Most Contested Wealth Management Market. Hightower Hits $40 Billion. Sibos Is 15 Days Away.

Week Ending September 13, 2026

Tampa Is Florida's Most Contested Wealth Management Market. Hightower Hits $40 Billion. Sibos Is 15 Days Away.

Two deals, same city, same week. Hightower Signature Wealth — headquartered in Tampa — crossed $40 billion in AUM by absorbing a $1.6 billion affiliate into its employee advisor platform. OnePointBFG acquired Tampa's Bast Financial Group ($400 million) as its second Florida deal of 2026. Tampa is now the most actively acquired wealth management geography in Florida outside the Miami–Palm Beach corridor.

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FLOW cover: Florida Is the Wirehouse Talent Battleground — and the 2026 M&A Machine Is Pointed at 500 Deals

Week Ending August 2, 2026

Florida Is the Wirehouse Talent Battleground — and the 2026 M&A Machine Is Pointed at 500 Deals

In the same week: RBC took a $1.5 billion UBS team in Palm Beach Gardens, UBS took a $1.3 billion Bank of America Private Bank team in Tampa, and ECHELON confirmed the 2026 M&A machine is on track for 500 deals.

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