Wealth Management

Canada's largest agricultural co-op overhauls its board, bringing in finance and pork expertise to navigate a complex and evolving industry.

With over $450M in new assets, Concurrent’s growth highlights a major industry shift as RIAs trade old-school freedom for platform-powered independence.

Orion's new integrated AI platform is now live, promising to unify data, automate tasks, and free advisors to focus on clients.

Zephyr's latest PSN Top Guns list for Q4 2025 spotlights the investment managers who successfully navigated the market's rebound. Who came out on top?

iAltA Holdings has acquired Delio, a key move in its strategy to consolidate and digitize the fragmented, high-growth alternative investment landscape.

Geneva's CBH Group reports a 13% surge in assets to CHF 18.4B, fueled by strategic investments and a capital ratio that towers over industry peers.

MLG Capital's move to the iCapital Marketplace gives RIAs streamlined access to private real estate, meeting a growing demand for portfolio diversification.

With a new data-veteran CEO and the acquisition of InvestEdge, Docupace is making an aggressive move to dominate the wealthtech compliance space with AI.

Knights of Columbus Asset Advisors appoints fintech expert Deepak Devaraj to lead its $30B fund, signaling a new era for faith-based investing.

The $20B wealth firm appoints a veteran partner as its first CEO, signaling a new era of strategic growth while doubling down on its core values.

Carta partners with Morgan Stanley and Vestwell to launch an integrated 401(k), allowing startup employees to manage equity and retirement in one place.

From the founders of thinkorswim, a new AI platform claims you're underpaid by millions and offers tools to prove it. Here's how Lossdog works.

The firm's redesigned, human-centered client portal signals a major shift in the competitive landscape, pushing user experience to the forefront.

A new study of 500+ leaders shows most firms use AI superficially, facing intense ROI pressure, governance hurdles, and a growing talent gap.

The new agentic AI platform integrates with advisor CRMs and tools to automate workflows, promising a 25% client capacity boost and stricter compliance.

A new app aims to reduce the burden on families by centralizing care, medical, and long-term financial plans in one secure platform.

The independent wealth firm taps industry veteran Pete Alliegro for a new CIO role, signaling a major push to enhance its investment platform and attract top advisors.

Graphene's new platform for Alpha Investment Office, backed by SEI, highlights a revolution in wealth management: outsourcing complex tech to win clients.

The regional bank's latest dividend reflects record earnings and a thriving local economy, making it a stable choice for income-focused investors.

After 11 years, Tucker Donahue is GFG Capital's new CIO, a move signaling strategic continuity and a deeper commitment to client engagement.