Wealth Management

Huntington Bank partners with Ameriprise, shifting $28B in assets to a new platform in a strategic move shaking up the wealth management landscape.

A new alliance between probate experts and tech innovators offers immediate cash and cuts administrative red tape for thousands of grieving UK families.

A strategic merger with Premier Private Wealth pushes Summit's AUM to $3B and launches a new Family Office service for ultra-affluent clients.

Atlanta-based Merit Financial Advisors makes its 54th acquisition, planting its flag in Detroit and highlighting a private equity-fueled consolidation wave.

EP Wealth adds $390M AUM by acquiring Santa Fe's LongView, a B Corp leader, blending its national growth strategy with a deep commitment to ESG.

The wealth management giant continues its aggressive national expansion, absorbing firms in Massachusetts, Wisconsin, and Texas in a consolidating industry.

The Cleveland-based RIA's acquisition of Seattle's Clarius Group creates a $55B powerhouse, signaling a major push into the ultra-wealthy market.

Two St. Louis advisory firms unite to form a $500M powerhouse, expanding nationally and offering a new model for advisor succession planning.

Neil Henning's $75M move from Commonwealth to Cetera highlights a larger trend of advisors seeking new homes after major mergers and acquisitions.

The advisory giant continues its aggressive national expansion, adding a key Minneapolis firm and signaling a new competitive era for Midwest 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.

A key advisory firm's nod pushes the ~$299M deal closer to reality. Shareholders vote next month on a merger set to reshape Ohio's financial landscape.

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.

Orange Bank & Trust CEO Michael J. Gilfeather's election to the NY Fed board brings a vital regional economic perspective to national monetary policy.

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?