AUM (Assets Under Management)

In an era of consolidation, Matthews International is charting a different course. Founders G. Paul Matthews and Mark Headley have reclaimed control, betting on independence.

With its TruSector suite now complete, VanEck is leveraging a hybrid model to bypass diversification rules, offering investors uncapped mega-cap exposure.

Business First Bancshares' latest deal is more than an acquisition; it's the creation of a one-stop advisory hub for a community banking sector in flux.

After 32 years, Edward Duffy's $608M team leaves Commonwealth post-LPL deal, choosing Cetera's model of flexibility and direct leadership access.

The AmeriFlex Group's record growth isn't just numbers. It's a blueprint for the future of wealth management, where AI-powered succession and an advisor-centric model are winning.

Wintrust's $1.2B acquisition of Northern Trust's guardianship arm isn't just a deal; it's a strategic move reshaping a niche powered by specialized tech.

IGM Financial's record $343B in assets is just the surface. A deeper look reveals a strategy built on ETFs, tech, and key partnerships reshaping the market.

While the wealth industry consolidates, one Massachusetts firm is doubling down on independence. Bartholomew & Co.'s hybrid RIA move is more than a restructure; it's a signal.

As Causeway Capital Management marks 25 years, a look at the structural integrity of a firm built on contrarian value, founder legacy, and employee ownership.

Beyond software, a new breed of venture capital is funding America's industrial rebirth, pouring millions into AI, robotics, and the factories of the future.

Direxion is launching a 2X leveraged ETF for SK hynix, a key AI memory supplier. It's a high-octane tool for traders, but one that demands caution.

MFS Intermediate Income Trust is now Aberdeen Intermediate Income Fund. A new name, board, and manager, but the same ticker. Here's what it means for you.

The liquidation of SRN Advisors' dividend and blockchain ETFs is more than a footnote. It's a stark lesson in the brutal economics of thematic investing.

National wealth manager Cerity Partners expands into Oregon by merging with Cordant, a firm specializing in complex tech compensation for Silicon Forest pros.

A new alliance between TIAA, Nuveen, and Principal uses a famous baseball contract to signal a pivotal shift in how Americans will fund their retirement.

Amid a tough fundraising climate, Hamilton Lane's record fund close reveals a key strategy for 2026: the enduring power of the middle-market buyout.

As M&A devours the wealth management landscape, one firm is making a different bet. We deconstruct why NBC Securities' rebrand to Lanark Financial is more than a name change—it's a strategic declaration.

In a market frozen by high rates, Starwood Capital's massive new fund signals a strategic hunt for distress and a pivot to digital economy real estate.

Clearstead's latest acquisition is more than just a new office; it's a playbook for private equity-fueled growth in the competitive wealth management space.

ETF provider Tradr is offering traders amplified bets on niche tech, but these powerful tools come with significant risks and a steep learning curve.