10/21/2026
The educational narrative focuses on the reality that modern wealth is no longer static, and therefore, protection cannot be transactional.
10/21/2026
Lodi-based team brings deep relationships with business owners, farmers and multigenerational families as Modern Wealth continues Northern California expansion
10/21/2026
Recent team additions expand the firm's capabilities, bringing total assets under advisement to approximately $70 billion
10/20/2026
Leading J.P. Morgan advisors start self-funded firm with 48 team members producing $130 million in revenue
10/20/2026
A quarter have seen a transition within the last decade, and among those offices, only 37% said their incoming principal was very prepared.
10/19/2026
Earlier this year, Rockefeller established its presence in Naples, opening its first office on the west coast of Florida.
10/19/2026
A testament to what matters most in private banking: the relationships, expertise and experience clients can count on
10/19/2026
The Scottsdale, Arizona team, overseeing approximately $250 million in client assets, joins RFP from LPL Financial for a platform built from the ground up around AI
10/16/2026
The expansion adds relationship managers Matthew Stanton from Citi Private Bank and Nick Maiorana from PNC Private Bank.
10/16/2026
Both ETFs are expected to begin trading on the New York Stock Exchange today.
10/16/2026
Even as government and multilateral aid retreat, giving by individuals continues to grow, topping $650 billion in 2025. Individuals worth $5 million or more are forecast to number 8.3 million by 2031, up from 5.8 million in 2025.
10/16/2026
The deployment will support Focus’ team members, reinforcing its commitment to pairing cutting-edge technology with highly personalized advice.
10/16/2026
Zen Wealth, which will rebrand as Simplicity Tax Advisors, will leverage Simplicity's extensive scale, resources, and distribution network to accelerate its business model across new geographies.
10/16/2026
FINTRX data shows 342 company transactions in the quarter, with wealth management consolidation driving nearly one in seven deals.
10/15/2026
The firm is strengthening advisor relationships with notable growth across field sales teams, wealth leadership, and product specialists
10/15/2026
Altrata report highlights Hong Kong’s wealth infrastructure and growing culture of structured giving
10/15/2026
The wealth management business posted net revenues of $9.1bn, up from $8.2bn in the corresponding quarter of 2025.
10/15/2026
CohnReznick will look to grow its client base by adding fee-based Aldrich Wealth’s individual wealth management and corporate retirement plan consulting.
10/15/2026
Valla Wealth is operating as a DBA of The Invictus Collective, a Dynasty-backed firm, using the RIA’s proprietary tech stack and structured notes products.
10/14/2026
This compares to net income of $3.8 billion, or $1.86 per diluted share, on revenues of $22.1 billion for the third quarter 2025.