01/14/2026
This achievement recognizes their exceptional dedication and contributions to the firm while upholding William Blair’s mission, vision, and values to empower colleagues, deliver client success, and engage in our communities.
01/14/2026
Partnership unites institutional investment expertise, holistic estate and wealth advice and bespoke family office services to support generationally wealthy families
01/13/2026
Who is behind the future when it comes to the business of financial advice?
01/13/2026
The eight-member team has created Harbor View Private Wealth and represents Elevation Point's first investment of the year.
01/13/2026
Two Midwest transactions underscore momentum in RIA mergers and acquisitions.
01/13/2026
The acquisition adds 14 employees and more than $1 billion in assets under management to Creative Planning.
01/13/2026
Last month, Opto formed a partnership with Quotient Wealth Partners and TritonPoint Wealth to offer a series of custom private markets funds for client portfolios.
01/13/2026
Rothschild Wealth Partners has a team of highly qualified advisors dedicated to assisting affluent families
01/13/2026
“We wanted a partner that could provide expanded capabilities, including estate planning, trust services, and tax planning.”
01/12/2026
It will influence retirement, investments, and tax strategies for decades. Here's how to prepare, whether you're leaving an inheritance or receiving one.
01/12/2026
This planned partnership reflects our commitment to providing thoughtful, comprehensive, and tailored wealth management solutions, supported by a culture of care, discretion, and continuity across generations.
01/12/2026
The platform is designed to assist investors with wealth management through data analysis and tailored portfolio strategies.
01/12/2026
Moving to full ownership just made sense for where we are and where we want to go
01/09/2026
Bank of America has allowed its 15,000 advisers to consider bitcoin ETF allocations for its wealth management clients for the first time this month.
01/09/2026
Buy-side firms using SimCorp One will gain access to MSCI’s managed data collection service and industry-leading private capital datasets - empowering SimCorp clients with actionable data, intelligence and operational efficiency.
01/09/2026
The team ranked #4 nationally, making it the highest ranked UBS team on the list and marking the third consecutive year that the team has been named to the list.
01/09/2026
The decision applies immediately and comes as regulatory scrutiny increases around the proxy advisory sector.
01/09/2026
The partnership will establish a technical link between the Allfunds platform and Apex’s AscendOS system.
01/09/2026
The team has more than six decades of investment industry experience and believes that clients should have financial advisors in their corner who truly understand their needs and offer a personalized approach to investing.
01/08/2026
14 Oppenheimer Teams Named Best-In-State