Wealth Management

The acquisition expands Simplicity's national DI platform, leveraging Source Brokerage's deep expertise in complex institutional insurance markets.

A major private equity investment in The Forge Companies signals a shift toward integrated financial planning for a complex and fragmented settlement market.

Tevogen Bio's stock surged on news of a potential special dividend, but a closer look reveals a risky promise from a pre-revenue firm facing major hurdles.

Ferguson Wellman projects a fourth year of market growth, defying skeptic fears, while navigating major wealth planning changes from the ‘Tax Act of 2025’.

In a strategic move to capture the booming annuity market, Prosperity Life Group appoints Nationwide veteran Rona Guymon to a new presidential role.

Ritholtz Wealth Management defies industry trends by expanding ownership to 29 employees, cementing its independence in an era of private equity deals.

Osaic is giving its 11,000 advisors an AI edge, partnering with FINNY to automate prospecting and accelerate growth in a major industry shift.

A crucial endorsement from advisory firm ISS gives Farmers' $299M deal to acquire Middlefield Banc Corp. significant momentum ahead of a shareholder vote.

ClearTrust Wealth Advisors, a $1.4 billion team, ditches Ameriprise for NewEdge, highlighting the growing exodus of top talent to independent platforms.

ABN AMRO balances stability with fresh international insight, appointing an internal successor while nominating a veteran European banker to its board.

A new partnership embeds psychological coaching into AI, promising advisors who are not just more efficient, but more human. Is this the future of wealth?

SLK Private Wealth rebrands to Evolve, marking a new chapter for the $2B firm and signaling its ambitious plans in the competitive independent RIA space.

Two of Alabama's largest insurers are joining forces, leveraging local trust to reshape the financial security landscape for millions in the Southeast.

Intention.ly's enhanced Advisor Brand Builder uses AI and human expertise to combat templated marketing, offering personalized brands for financial advisors.

Axis Insurance acquires three financial firms, bolstering its national presence and signaling a deeper push into the life, benefits, and wealth markets.

With $65M in total funding, Zocks is scaling its AI platform to tackle the advisor shortage and transform client engagement in wealth management.

Advyzon and Schwab Asset Management partner to offer manager-traded bond strategies, signaling a major shift for wealthtech platforms and advisors.

CPABC honors six accountants, highlighting a new generation of financial leaders and the profession's deep commitment to community service and ethics.

As institutional outsourcing booms, a new report crowns a leader. Discover how Morgan Stanley is shaping the future of a multi-trillion-dollar industry.

With a 20% revenue jump and explosive profit growth, Financial Gravity's Q1 results signal its strategy to democratize family office services is paying off.