Wealth Management

Syntax Data launches Saidee, an AI that builds custom portfolios using proprietary, traceable data, aiming to solve key compliance fears for financial advisors.

LPL Financial promotes two veteran leaders to managing director, signaling a strategic focus on enhancing client solutions and financial discipline.

Issa PR's annual symposium gathers global leaders to decode luxury's future, where storytelling, purpose, and cultural fluency now outweigh heritage alone.

A new AI Readiness Index offers a scorecard for wealth firms, measuring tech sophistication against governance to prevent a growing compliance crisis.

Once a failing firm, Aurelion Inc. bet its future on tokenized gold. The gamble paid off with a profitable quarter, but regulatory risks loom large.

With the appointment of MeMe McNairy-Glenn, Cresset signals a major push to capture the elite wealth market and top advisor talent across the nation.

Aspen Standard Wealth's seventh acquisition since late 2024 highlights its unique 'permanent home' strategy in the consolidating RIA landscape.

Kentucky's MCF Advisors acquires a $617M Cincinnati firm, pushing its AUM to $4.7B and underscoring a private equity-fueled M&A boom in wealth management.

Forum Investment Group hires Ares vet Grant Turner in a strategic bid to scale its 1031 exchange platform and capture the booming tax-advantaged market.

Virtus Investment Partners' deal for Keystone National Group signals a major push to bring asset-backed lending to the mainstream wealth channel.

The insurer posts historic earnings and a $2.9B dividend, showcasing growth beyond insurance into wealth management and strategic tech investments.

The Wynn Signature Chinese Wine Awards returns, using elite judges and global partnerships to elevate China's burgeoning wine industry on the world stage.

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.