02/03/2026
Just 11 per cent of non-retired Canadians know how much annual income they will need in retirement, while half (49 per cent) say they simply do not know at all.
02/02/2026
Industry and media titan Barry Ritholtz expands equity ownership to more firm employe
02/02/2026
The advisors serve a broad mix of clients, including families, retirees, business owners and family offices, and are known for their collaborative approach to long-term wealth planning.
02/02/2026
Group joins the firm’s employee channel, citing culture, leadership access and long-term fit.
01/30/2026
Investors press pause on portfolio moves
01/30/2026
Expanded categories spotlight innovation across partnerships, advisor intelligence, RIA leadership, recruiting, and modern storytelling
01/30/2026
BlackRock and Partners Group previously announced a strategic partnership to transform retail wealth access to private markets through the introduction of a SMA portfolio solution.
01/30/2026
Acquisition brings approximately $400 million as independent practice specializing in wealth management and tax planning rejoins Cetera community after prior affiliation with Avantax
01/30/2026
For the US wealth management industry, these forces have already reshaped client expectations, investment flows, and business models.
01/29/2026
The ranking algorithm is based on qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue generated for their firms.
01/29/2026
Bespoke, senior secured solution to refinance institutional-quality portfolio and consolidate lender base
01/29/2026
Relative to the fourth quarter 2024, EPS increased by 16%, and revenue and operating income grew by 9% and 11%, respectively, with operating margin increasing to 27%.
01/29/2026
NewEdge Advisors starts 2026 with recruiting wins from Ameriprise and Raymond James, both based out of Tennessee.
01/29/2026
Brown Brothers Harriman Investor Services and SimCorp forge strategic alliance to provide integrated end-to-end technology, data, and services solution for global asset managers
01/29/2026
The opening of this office demonstrates the depth of our commitment to Latin America and reinforces JTC’s long-term growth strategy
01/29/2026
The Pittsburgh-based firm joins Bluespring’s community of high-performing, entrepreneurially minded, client-centric advisory firms
01/29/2026
The firm's advisory services, including portfolio management, advanced tax modeling, equity-based compensation guidance, and retirement income planning, are fully aligned with Mission Wealth's commitment to comprehensive, client-centric financia
01/28/2026
Firm is the highest-ranked team in Southeast Michigan for the fourth consecutive year
01/28/2026
“With corporate relationships spanning our Workplace channel to our Investment Bank, we’re in a unique position to connect clients seeking liquidity with investors seeking private markets exposure—both increasingly in demand as companies
01/28/2026
TPO has sold a minority stake to Goldman Sachs Alternatives following a strategic review.