Wealth Management

The independent firm hires James Pruskowski, a bond market heavyweight, signaling a strategic move to bolster its fixed income and wealth management expertise.

Guardian's new 2026 outlook advises cautious growth, highlighting a major shift towards private market investments for mainstream investors.

Global property giant Knight Frank partners with LA's Carolwood Estates, signaling a major shift toward local expertise in a disrupted US luxury market.

Prime Capital Financial acquires Bradshaw Rogers, adding $600M AUM and bolstering its new tax advisory practice while expanding its footprint in the Carolinas.

With its new podcast season, Wealthspire joins a movement where wealth management is about more than money—it's about legacy, impact, and values.

Ohio-based Alluvial Private Wealth adds a $190M advisor, showcasing how strategic partnerships are fueling rapid growth in the independent wealth space.

With the financial industry facing a severe talent shortage, FinServ Foundation adds Erin Wood and Brian Hamburger to its board to mentor the next generation.

Premier Sotheby's CEO Budge Huskey advances to No. 44 on the Swanepoel Power 200, a testament to his strategic leadership in a shifting market.

Pittsburgh's 133-year-old Henderson Brothers names its first non-family president and expands employee equity, fortifying its independent legacy.

An $18M La Jolla estate sale tells a 50-year story of incredible ROI and the one agent who has been there from the very beginning. Here's how it happened.

Metis Global's new Starry Pro Plan combines regular savings with the formidable asset protection of Cook Islands trusts. But is this powerful tool right for you?

Amid a rebounding SPAC market, FG Imperii Acquisition Corp. launches a $200M IPO, targeting North America's financial services sector with a veteran team.

Ameriprise Financial's top rank on TIME's 'Iconic Companies' list reveals a story of strategic independence, tech innovation, and enduring reputation.

CeriFi and Wake Forest University launch a groundbreaking, university-accredited program to train financial advisors for the underserved small business market.

Bluespring Wealth Partners orchestrates a merger creating a $1.7B firm, highlighting the intense M&A trend reshaping the wealth management landscape.

With new CTO Scott Willette, Docupace accelerates its push into agentic AI and cloud, aiming to redefine back-office efficiency in a competitive wealthtech race.

Credent Wealth Management's latest acquisitions highlight an aggressive, private equity-backed growth strategy reshaping the independent advisor landscape.

As trillions shift between generations, old strategies are failing. New research shows why psychographics, not demographics, may be the key to survival.

A new report shows financial advisor confidence is at its lowest point in two years, driven by inflation, market volatility, and political uncertainty.

The $1.5B RIA's move to a unified cloud platform highlights an industry-wide push to scale high-touch client service and abandon legacy technology.