Wealth Management

The wealth manager raids BlackRock, Morgan Stanley, and Deutsche Bank for top portfolio managers to bolster its strategic growth in key regional markets.

The deal brings Insurance Planners and Advisors Group into Simplicity's fold, highlighting a strategy of national expansion and industry-wide consolidation.

Cookeville wealth firm Cravens & Company Advisors hires a CFA charterholder as Director of Investments and promotes an analyst in a strategic expansion.

Paul Bodnar takes the helm at CM Wealth, championing an employee-owned model as a strategic advantage in a wealth management industry rife with mergers.

Glen Smith of GDS Wealth Management has been ranked a top advisor for eight years. We explore the rigorous process and client-first focus behind this rare feat.

Soltis Investment Advisors adds GDM Private Financial Solutions, signaling a major industry trend toward all-in-one financial and tax planning services.

The wealth tech leader unveils its InsightX platform and AI Innovation Lab, designed to make advanced analytics accessible to all financial professionals.

Hightower's latest acquisition of Lexington Wealth Management highlights a fierce consolidation trend reshaping the independent advisory landscape.

The financial services firm appoints Katherine Lucas, a veteran of State Street, to helm its marketing as it launches new products and expands its market reach.

The partnership grants 62,000+ financial advisors access to Harbor Group International's specialized, income-oriented multifamily private credit strategies.

Chicago-based Rothschild adds $170M Bussenger Financial, highlighting a wave of smaller firms joining larger platforms to gain scale and resources.

Marriott Bonvoy returns as a partner for the Hong Kong Sevens' 50th year, offering exclusive experiences at the new Kai Tak Sports Park.

The UFL and Dynasty Financial Partners unveil a game-changing deal, introducing a 4-point field goal and a landmark financial literacy program for players.

A new all-in-one platform for financial advisors launches for free, but its model funded by asset managers raises questions about the true cost of 'free'.

A new study reveals a significant financial confidence gap between military and civilian households, highlighting the impact of unique benefits and coaching.

In its largest deal to date, Savant Wealth Management acquires Exencial and Heller, catapulting its assets to $50 billion and reshaping the RIA landscape.

With a 36% surge in assets and a 51% workforce jump, Abu Dhabi's financial hub is challenging global titans and building a city around its success.

Wealth giant Carson Group launches Client Intelligence, an AI tool promising to free up advisors' time by providing instant household data and deeper insights.

UBS sees dozens of its Southeast advisors on Barron's 2026 list, signaling a strategic victory in a key growth market. What does this mean for clients?

Arax Investment Partners adds family-run Omni Financial, highlighting a major trend of boutique firms joining PE-backed giants for growth and succession.