AUM (Assets Under Management)

Top rankings are just the start. Qtrade's strategic pivot to zero-fee trading and AI investment signals a market shift where user experience is the ultimate prize.

A St. Louis firm is rewriting the rules for launching funds, saving investors millions. Their secret? A tax code provision that's setting a new standard.

T. Rowe Price's acquisition of ETF pioneer F/m Investments is more than a deal; it's a bet on the future. Can a legacy firm buy its way out of outflows?

As traditional banks retreat, firms like Crestline are stepping in. Their new $625M fund reveals a massive opportunity in Europe's lower-middle-market.

VSS Capital Partners' top PitchBook ranking isn't just a win; it's a validation of its innovative 'Structured Capital' model reshaping private investment.

As automation commoditizes ad buying, agencies like New Engen are betting big on 'creative-led growth.' A deep dive into the strategy drawing brands like Uber and MeUndies.

With backing from giants like Blackstone, a new platform called LendOS Connect is tackling the private credit market's trillion-dollar back-office problem.

AM Best's top-tier rating affirms National Life Group's market strength, but a deeper look reveals a strategy balancing aggressive growth with complex challenges.

A rebranding reveals a seismic shift in wealth management, where surging demand for attorney-led estate planning is fueling a new, tech-powered legal model.

Alto's new Private Deal Room gives advisors a streamlined path to private deals, aiming to unlock a massive, untapped pool of retirement funds for clients.

Amid market volatility, Ability Insurance's new guaranteed annuities offer a safe haven, but how does their B+ rating stack up in a competitive field?

Merit Financial's latest acquisition is more than a line item. It’s a story of industry consolidation, advisor exodus, and the strategic hunt for scale.

Beyond a simple renewal, the extended Sabadell-Amundi alliance is a powerful bet on Spain's booming savings market. Here's what this growth signal means.

The partnership between national firm PlanMember and Missoula's Glacier Wealth Management is more than a new office—it’s a story of national strategy meeting local expertise.

The successful sale of Relevate Health is more than a transaction; it's a masterclass in Mountaingate Capital's resilient 'buy-and-build' strategy.

Miami-based Gencom restructures into two distinct units, sharpening its focus on investment and execution to scale its $8 billion luxury real estate empire.

How Potomac Fund Management leveraged risk management and relentless reinvestment to surge from $140M to $5B AUM, rewriting the playbook for modern growth.

Private equity firm AE Industrial launches Attilius Technologies, a secretive intelligence platform born from acquisition, aiming to dominate the national security market.

Twain Financial Partners launches a novel securitized credit facility to ease the capital strain on energy and data center developers stuck in grid queues.

Blue Ridge Associates' new CTO hire signals more than a leadership change; it's a strategic pivot to AI and scalable tech to drive its M&A engine.