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Wealth Management M&A

FLOW cover: Citadel's HQ Goes Under Stop-Work, Corient Closes EMEA, and Florida's $7B Auction Enters Final Stretch

Week Ending October 11, 2026

Citadel's HQ Goes Under Stop-Work, Corient Closes EMEA, and Florida's $7B Auction Enters Final Stretch

Citadel's Miami headquarters faces a stop-work order, Corient completes its EMEA acquisitions, and the Carlyle–Bain contest for Wealth Enhancement Group reaches final bids as the October FOMC meeting approaches.

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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: Bugatti Chose Miami. Modern Wealth Swept Three Florida Markets in One Year. And Sibos Is Seven Days Away.

Week Ending September 20, 2026

Bugatti Chose Miami. Modern Wealth Swept Three Florida Markets in One Year. And Sibos Is Seven Days Away.

Bugatti announced its first US branded residential tower in Brickell — 60 stories, $650 million, and 300 feet of Miami River frontage. Modern Wealth acquired Jacksonville's Sanchez Wealth Management Group ($710 million), completing a three-city Florida sweep across South Florida, Tampa Bay and Jacksonville. Sibos 2026 opens at Miami Beach Convention Center in seven days.

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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: SWIFT Chose Miami. Sibos 2026 Arrives in September. And Vanguard Just Redrew the RIA Custodian Map.

Week Ending September 6, 2026

SWIFT Chose Miami. Sibos 2026 Arrives in September. And Vanguard Just Redrew the RIA Custodian Map.

For the first time in 48 years, SWIFT's Sibos conference comes to Miami — 10,000 attendees, Citi's Jane Fraser on the main stage, September 28 to October 1 at the Miami Beach Convention Center. Separately, Vanguard acquired Altruist for $4.6 billion, reshaping RIA custody for every Florida advisory practice.

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FLOW cover: After the Rewrite: Honest Ballot Language, a $7 Billion PE War, and Florida's Housing Law Begins to Bite

Week Ending August 22, 2026

After the Rewrite: Honest Ballot Language, a $7 Billion PE War, and Florida's Housing Law Begins to Bite

Florida's Attorney General delivered court-ordered neutral ballot language for Amendment 3 on August 14. Carlyle and Bain Capital are in a final-stage bidding war for Wealth Enhancement Group at a $7 billion valuation — the largest pending RIA transaction of the year.

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FLOW cover: Miami Overtakes Manhattan on Office Rents. Corient Buys $21B Summit Trail.

Week Ending August 16, 2026

Miami Overtakes Manhattan on Office Rents. Corient Buys $21B Summit Trail.

Miami's Brickell office market is now the most expensive in the United States — ahead of Midtown Manhattan. Miami-headquartered Corient made its largest-ever US acquisition. And Amendment 3's opposition campaign is winning the information war.

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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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