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Scoop for Citywire RIA — Rick Buoncore, who has led $23.6bn MAI Capital Management since 2007, is stepping back: citywire.com/ria/news/exclu…

Orion exec and Redtail founder Brian McLaughlin to step down: citywire.com/ria/news/orion…

Envestnet sued over Bain buyout disclosures: citywire.com/ria/news/enves…

Scoop for Citywire RIA — private equity giant CVC Capital Partners is in talks to invest in $300bn RIA Creative Planning, according to sources with knowledge of the situation: citywire.com/ria/news/cvc-c…

CVC Capital Partners in talks to invest in $300bn Creative Planning -sources: citywire.com/ria/news/cvc-c…

Women will control two-thirds of household wealth by 2030. Are RIAs ready? citywire.com/ria/news/women…

Exclusive — RIA investor Elevation Point pursuing sale of minority stake: citywire.com/ria/news/exclu…

Hightower strikes deal with $2.3bn Florida RIA: citywire.com/ria/news/hight…

Sanctuary has revealed its largest recruiting deal to date, with the addition of a $2.2bn team from Snowden Lane. citywire.com/ria/news/sanct…

Investing startup Vise has brought former Edelman CEO Larry Raffone onto its board, as the company pivots to serving RIA aggregators. citywire.com/ria/news/larry…

Scoop for Citywire RIA — Americana Partners, a $7.5bn RIA minority-backed by Dynasty Financial Partners, is pursuing a new investor, according to sources with knowledge of the situation: citywire.com/ria/news/7-5bn…

$3bn Idaho RIA settles with SEC over faith-based investing method: citywire.com/ria/news/3bn-i…

A $2.2bn RIA platform is suing Envestnet, accusing the tech provider of failing to fix a faulty billing software after a couple years of wrangling and over $216,000 in payments. citywire.com/ria/news/2-2bn…

Natalie Wolfsen: Advisors want a 'most-in-one' tech provider: citywire.com/ria/news/natal…

$2.3bn Parcion Private Wealth is pursuing a minority investor, according to sources with knowledge of the situation: citywire.com/ria/news/2-3bn…

401(k) management platform Pontera has conducted an outreach campaign to state securities regulators this year, in response to recent scrutiny about its data security practices. citywire.com/ria/news/ponte…

Scoop for Citywire RIA — TPG, one of the largest private equity firms in the world, has agreed to invest in $17bn Atlanta RIA Homrich Berg, according to sources with knowledge of the situation: citywire.com/ria/news/tpg-a…

Merchant Investment Management, a serial minority investor in wealth managers, has staked Republic Capital Group, an investment bank that provides buy-side and sell-side advice to wealth managers. citywire.com/ria/news/ria-i…

Exclusive: Independent brokerage giant Osaic held a round of layoffs last week, cutting about 30 employees. citywire.com/ria/news/osaic…

Breaking — Private equity giant TPG has agreed to make a 'substantial' minority investment in $375bn RIA Creative Planning: citywire.com/ria/news/tpg-t…