Wealth Management

FinLink partners with Rafa.ai, rebuilding its platform to solve the 'graveyard problem' of professional networks with an AI-native marketplace.

FMG appoints Hearsay and ISS veteran Matt Newman as CRO, signaling an aggressive push to dominate the enterprise market with unified, AI-powered marketing.

In a strategic move, American Beacon Partners names a new product head to navigate a complex market and deliver next-generation solutions for financial advisors.

Struggling garment and logistics firm Addentax Group announces a radical pivot, proposing to acquire an AI-powered crypto wealth platform in a bold move.

Amid a wave of acquisitions, Whitley Penn adds three senior leaders, signaling an aggressive push for market dominance in tax, wealth, and development.

The emirate launches a pioneering customs duty waiver for high-value art, aiming to become a top global hub with a focus on transparency and security.

Cousins Properties acquires a premier Charlotte tower for $317.5M, doubling down on the 'flight to quality' trend in a complex office market.

National RIA Allworth Financial partners with fintech RISR, leveraging AI-driven tools to capture the growing market of entrepreneurs needing exit planning.

A new report reveals a looming crisis: rising healthcare costs will consume more than 100% of Social Security benefits for future generations of retirees.

WealthTech firm BizEquity targets the Great Wealth Transfer with a new brand and AI-powered platform to help advisors value and plan for business owner clients.

DALBAR's 2025 awards reveal how top firms are revolutionizing financial professional support through advanced technology and a relentless focus on service.

With Warren Seubel leading sales, Opto Investments aims to reshape private market access for wealth managers using its advanced AI and fiduciary-first model.

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.

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

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 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.