Wealth Management

Lotusia Group's Co-CEO Jacob Tao spearheads an ambitious expansion into digital compliance and wealth management while championing impactful social initiatives.

An expert shares urgent year-end tips on charitable giving, portfolio rebalancing, and college savings to maximize benefits before new tax laws take effect.

Michelle Cumbie joins Signature Wealth, a strategic hire signaling the firm's focus on high-touch service and expansion in coastal South Carolina's growing market.

Cetera Financial Group partners with fintech platform Vanilla, granting its massive advisor network new tools to simplify complex legacy and wealth transfer.

DPL hires Brad Mendenhall to expand its platform as RIAs increasingly embrace commission-free insurance for holistic, fiduciary-first financial planning.

In a major talent coup, Osaic names Shannon Reid President, signaling a strategic push for advisor growth after its massive 'Journey to One' integration.

MetaComp and Stable are building a compliant, high-speed payment network with stablecoins, aiming to disrupt the trillion-dollar cross-border market.

Mitchell Silberberg & Knupp's new partners reveal a deeper trend: how elite firms are cultivating specialized talent to win in a changing legal market.

Huntington Bank appoints veteran strategist Marc Dizard as CIO, signaling a major push to modernize its investment platform and challenge regional rivals.

MCF Advisors' acquisition of AWM, its first since a major PE investment, pushes its AUM to $3.9B and showcases the playbook reshaping regional wealth.

Focus Financial Partners names growth architect Adam Birenbaum its next CEO, signaling a strategic shift toward deeper integration and accelerated expansion.

Compass predicts a balanced 2026 housing market, but a deeper look reveals a split: modest relief for many and a luxury boom fueled by AI-driven wealth.

A top advisor's move to independence reveals a major shift in how ultra-high-net-worth families are securing multi-generational wealth and resilience.

A Virginia RIA's award-winning workplace reveals a new strategy for building client trust and winning the war for talent in wealth management.

How a bold $100M pandemic-era investment in a NYC landmark defied market gloom, achieving 100% occupancy and setting a new standard for office resilience.

A crypto fund's nomination for a top award signals a new era for family offices seeking managed risk and high returns in the volatile digital asset market.

A new partnership moves elite market data from raw feeds to interactive widgets, aiming to reshape advisor workflows and intensify WealthTech competition.

Granted a tight deadline by Nasdaq, Triller Group must fix its finances and failing stock price or face delisting. Is its hybrid social media-fintech model viable?

Procyon Partners' largest acquisition yet pushes it to nearly $9B in assets, revealing a calculated strategy for national scale in a hot M&A market.

Beyond insurance, Sammons Financial Group is building a holistic financial services model. What does this strategic pivot mean for clients and the industry?