04/20/2026
The name “Soteris” – derived from an ancient Greek word meaning “preservation” – reflects the firm’s commitment to helping clients safeguard their wealth and strengthen their financial foundations for the future.
04/17/2026
Following the acquisition, phwealth will continue to operate its business as usual, alongside Craigs’ nationwide advisory network, as a Craigs company.
04/17/2026
This honor is based on both quantitative and qualitative factors, focusing on advisors who encompass best practices in their approach to working with clients.
04/17/2026
This follows Sterling's 2025 recognition on the Top 250 RIAs list.
04/17/2026
The Canton Network is a public blockchain designed for regulated financial market participants, with a focus on privacy, compliance, and interoperability.
04/17/2026
The initiative strengthens ASA's presence in key markets and reinforces its commitment to serving high-net-worth individuals across the Americas.
04/17/2026
Revenue at Morgan Stanley’s wealth business grew 16% year-over-year to $8.5 billion, and net income rose 34% to $2.1 billion.
04/16/2026
Florida-Based Firm Is the Only Advisor in Fort Lauderdale in Its AUM Category
04/16/2026
Enhanced capabilities enable advisors to allocate and manage the investment lifecycle of complex products at scale within a single portfolio framework
04/16/2026
This partnership brings Wealth Enhancement’s total client assets to more than $141.9 billion.
04/15/2026
SEI Access for CITs Modernizes Onboarding Experience Across Retirement Ecosystem
04/14/2026
UBS’s Courtney Liddy in San Diego also recognized on Forbes America’s Top 100 Women Wealth Advisors nationwide
04/14/2026
Report warns advisors risk losing assets as heirs prioritize trust, tech, and new expectations
04/14/2026
Alpha FMC Research Shows Shift in Focus from Innovation to Execution
04/14/2026
Big or small, every firm is trying to solve the same problems—just from very different vantage points.
04/14/2026
Goldman Sachs’ total asset and wealth management net revenue was up 10% year-over-year, but dipped 14% from last quarter, according to the firm’s earnings report.
04/13/2026
Unified platform will accelerate adoption of crypto currencies and tokenized assets in Canada
04/13/2026
InvestmentNews recognizes the leading professionals and firms in the wealth management industry on an annual basis.
04/13/2026
The national honor highlights Citadel Wealth Management’s continued momentum as a client-focused, growth-oriented wealth management business.
04/10/2026
The launch includes Portfolio Intelligence – a client-facing tool designed to provide Citi Wealth clients with swift and personalized portfolio insights at the click of a button.