Wealth Management

Cambridge's acquisition of an $800M firm highlights a growing industry trend of broker-dealers becoming buyers to solve the advisor succession crisis.

A major investment aims to transform Houston's RIA Advisors into the top choice for wealthy Texans, blending private equity power with boutique service.

A new partnership embeds iCapital's platform into Aladdin Wealth, giving advisors a seamless workflow to manage public and private assets in one place.

MJP Wealth Advisors President Brian Vendig joins the elite Barron’s 2026 list, a nod to the firm's rapid growth and sophisticated client strategies.

Noah Holdings reports a surge in profitability, driven by AI-led efficiencies and a global pivot, rewarding shareholders with 100% of its net income.

For the second straight year, Prosperity Capital Advisors is a Best Place to Work. Here’s how its people-first culture is fueling national expansion.

The firm leveraged its integrated insurance and investment model to achieve record revenue and a top-10 ranking while defying a looming advisor shortage.

The firm's top spot in the Dallas Business Journal ranking highlights its regional dominance, but what does it mean for local investors and the DFW economy?

LGT Wealth Management UK partners with AI platform Addepar, signaling a major tech upgrade to personalize service for the modern, complex investor.

A new study reveals Gen Z and Millennial millionaires demand tech, transparency, and a new definition of trust, forcing a radical industry shift.

Titanbay appoints Julius Kolberg as Head of Germany, a strategic move to unlock the nation's wealth sector with tech-driven private markets access.

Following the Baker Tilly merger, Moss Adams' wealth unit launches as Threadline Wealth, an independent RIA backed by Cynosure to target HNW clients.

A small firm just topped industry giants in advisor satisfaction. Here's how its independent, no-conflict model is winning in alternative investments.

Timothy Shaw, with nearly 30 years of market experience, launches a new firm on the Stratos platform, underscoring a major industry shift.

A new study reveals a massive shift in retirement strategy, as economic pressures and a desire for purpose lead Americans to embrace a more fluid future.

A veteran advisor alleges Goldman Sachs gave him a 24-hour ultimatum to retire or be fired in a new arbitration claim alleging a pattern of age discrimination.

Westminster’s Puckett Financial Group secures a top state ranking, highlighting the power of its independent, client-first approach to financial planning.

SoFi has topped the JD Power investor satisfaction study, signaling a major shift as its integrated, digital-first ecosystem wins over a new generation.

Summit's partnership with Signet Financial underscores a fierce M&A strategy, a unique model for advisor independence, and a powerful bet on AI technology.

UK wealth manager Atomos Investments boosts efficiency by replacing outdated systems with INDATA's modern, AI-powered investment management solution.