08/14/2025
Citi Continues Global Roll Out and Enhancements to CitiDirect® Commercial Banking Platform
Since 2023, the platform has continued to evolve to meet the needs of clients and to integrate additional enhancements.
Wealth and Asset Management
08/13/2025
Steward Partners Acquires Longbridge Wealth Advisors, Further Scaling Its Legacy Division
North Canton, Ohio-based team adds $481 million in assets to Steward Partners
08/13/2025
Broadridge Partners with BMLL to Bring Advanced Pre-Trade Analytics to Global Trading Participants
Pre-trade analytics integrated into Broadridge's sell-side Global OMS and buy-side EMS, Xilix, in Japan
08/13/2025
Zoe Wealth Platform Aims to Revolutionize RIA Workflows With First Actionable Salesforce Integration
This update brings advisor workflows and real-time account data from the Zoe Wealth Platform directly into the Salesforce CRM.
08/13/2025
LPL Financial, Fort Mill’s Financial Resources Group Acquire Mississippi-Based Coastal Wealth Management
The firm serves business owners, pre-retirees, and retirees, with a particular focus on clients in the music industry and college athletes.
08/13/2025
Savant Wealth Management Named to Inc. 5000 for Third Consecutive Year
The firm’s ranking on the list has increased 1,682 points since 2023
08/11/2025
Ollie Grant private wealth selected as top wealth management practice to watch by IAOTP
Ollie Grant will be honored at the International Association of Top Businesses and IAOTP's annual awards gala in Las Vegas
08/11/2025
BlackRock and Vanguard lead US ‘super league’ dominating Europe
Regional expansion by group of US-based asset managers far outstrips local sector’s growth
08/11/2025
Canaccord Genuity Group Inc. reports first quarter fiscal 2026 results
Excluding significantitems, quarterly earnings per common share of $0.13 (1) First quarter dividend of $0.085 per common share
08/11/2025
Merrill Lynch Jones Wealth Management Team Backs Panerathon
Jones emphasized the importance of giving back to the community and highlighted the impact of the event in supporting the Joanie Abdu Comprehensive Breast Care Center.
08/11/2025
Hoot Wealth Joins Maridea, Marking Transformational Step for Both Firms
Crow and Hinmon bring a proven track record
08/08/2025
Partners Group Welcomes White House Executive Order Advocating for Inclusion of Private Markets Investments in Defined Contribution Pension Funds
Retirement industry research has shown the potential positive impact of private markets exposure on a DC plan participant's retirement income.
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
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.