08/07/2025
RBC Wealth Management financial advisors recognized by Forbes as “Top Next-Gen Wealth Advisors Best-In-State”
The ranking is based on interviews, professional credentials, advisor’s compliance records
Wealth and Asset Management
08/07/2025
Larry Roth Rebrands Wealth Consultancy, Hires Former Securities America CEO
RLR Strategic Partners is now Ascentix Partners, with a beefed-up leadership team and new network of independent consulting firms.
08/07/2025
J.P. Morgan Wealth Management breaks record with 40 advisors on Forbes’ top next-gen list
Over half of the J.P. Morgan advisors on the list honored for second year in a row
08/07/2025
$275 Million Providence Wealth Planning Chooses Osaic
Family-led advisory team joins Osaic from LPL Financial, citing shared values, technology support and growth opportunities with new affiliation
08/07/2025
Eight William Blair Colleagues Named Top Next-Gen Wealth Advisor Best-in-State by Forbes
These advisors and their teams serve individuals, families, organizations, and foundations to help them achieve their investment goals, strengthen family legacies, and endow their clients’ charitable activities.
08/07/2025
2025 Forbes/Shook Top Next-Gen Wealth Advisors Best-in-State
Advisors are nominated by their firm based on the strictest criteria.
08/06/2025
Savant Wealth Management Acquires Tech-Focused Silicon Valley RIA
Parkworth Wealth Management Expands Savant’s Niche Strategy, California Footprint
08/06/2025
BNY to Speak at the Barclays Global Financial Services Conference
The discussion may include forward-looking statements and other material information.
08/06/2025
Broadridge Partners with Uptiq to Modernize Wealth Management with AI-Powered Wealth Lending Solutions
Through the integration with Uptiq, financial advisors can more easily source and compare loan options tailored to their clients' needs, while automating manual tasks such as referral submission, loan processing, and covenant tracking.
08/05/2025
HSBC US Head of Wealth and Private Banking Racquel Oden Named to 2025 Forbes 50 Over 50 List of Visionary Women
Prior to joining HSBC, Oden held executive roles at JPMorgan Chase, Merrill Lynch, UBS, and Morgan Stanley, where she earned a reputation for driving growth and building inclusive leadership teams.
08/05/2025
Janney Named Official Wealth Management Partner of the Philadelphia Eagles
A Partnership Built on Shared Values of Excellence, Teamwork, and Results
08/05/2025
Wealth Enhancement Announces Acquisition of Manwaring Wealth Management, an Independent RIA with Over $164 Million in Client Assets
This partnership marks Wealth Enhancement's third location in Arizona and brings the firm's total client assets to more than $117.8 billion.
08/05/2025
Lido Advisors Partnering With $850 Million Firm Olympus Wealth Management
The whole Olympus team will remain at their current office in Cottonwood Heights, Utah.
08/04/2025
RIA Tempo Wealth Launches With $650M, Executive Client Focus
Three advisors go from broker/dealer affiliate to RIA group to launching their practice outside of Cleveland with a focus on working with business executives.
08/01/2025
Raymond James To Welcome New $605 Million Program with Texas Community Bank
With this new alignment, TCB Investments will provide clients with investment and wealth management services through Raymond James Financial Services.
07/30/2025
Lido Advisors to Partner with Olympus Wealth Management
Salt Lake City-Based RIA Serves HNW & UHNW Business Owners & Families with Over $850M in RAUM
07/30/2025
AE Wealth Management Achieves $40 Billion in AUM Milestone
This milestone marks the latest chapter in AEWM's inspiring growth journey. It reflects the firm's ongoing commitment to innovation, partnership, and providing exceptional value to its advisors and clients.
07/30/2025
Janney Named Official Wealth Management Partner of the Philadelphia Eagles
A Partnership Built on Shared Values of Excellence, Teamwork, and Results
07/29/2025
New Wealth Management Research Finds Transition Support Services Critical to Retaining Assets During Advisor Moves
Advisors retain more assets in lateral moves—but transitions remain challenging, according to new research issued by Cerulli Associates and sponsored by 55ip​
07/29/2025
DORA breathing down your neck? Why banks without PaaS are failing in cloud migration
This shift is being driven not only by competitive pressure from FinTechs, but also by stricter EU regulations such as DORA, rising operating costs, and the need for greater agility through modular architectures.