03/30/2026
The 2026 Barron’s Top 1500 Financial Advisors list is compiled based on a variety of criteria including revenue produced for their firm, assets under management, quality of practice, and regulatory record, among other factors.
03/30/2026
Designed to meet the unique financial needs and goals of its clients, Omni Financial's culture, built on trust, excellence and seamless client service, broadens Arax’s reach amid its rapid expansion across the country.
03/30/2026
Carson worked with Amazon Web Services to build a one-stop, conversational AI query for advisors that reaches across proprietary and vendor wealth systems.
03/27/2026
An alleged former employee claimed the company failed to protect client information. Hightower is the latest industry firm to fall victim to a breach in recent months.
03/27/2026
The cash redemption price for the notes payable on the redemption date will equal par plus accrued and unpaid interest to, but excluding, the redemption date.
03/27/2026
This includes roughly $54 trillion expected to initially move through inter-spousal transfers, with 95% of surviving spouses projected to be women.
03/27/2026
The acquisition will add 123 employees and over $5 billion in assets under management.
03/27/2026
This move gives financial advisors the ability to conduct alternative investment activities within a single integrated system.
03/27/2026
Investors are closely watching the bank's ability to deliver cost savings and revenue synergies as it scales its U.S. presence in a highly competitive market.
03/26/2026
Strategic Relationship Reinforces SEI’s Position as Long-Term Partner for Alternative Investment Managers
03/26/2026
Accelerated Wealth Partners will make a strategic investment in RIA Advisors to allow the firm to scale rapidly while strictly preserving its unique culture and high-touch service model.
03/26/2026
AI solution modernizes the full lifecycle of client engagement
03/26/2026
The Firm Partners with Eton Solutions to Cut Processing Time by 80%, Redirecting Valuable Staff Time Toward Clients and Financial Planning Decisions
03/25/2026
Team joins national firm for greater growth opportunities, expanded investment capabilities and client resources
03/25/2026
Thomas Ruggie reveals why independent multi-family offices are fast becoming the go-to solution for those seeking truly unbiased, integrated, and sophisticated financial guidance.
03/25/2026
This partnership underscores the joint commitment to delivering diverse investment solutions and expanding access to differentiated strategies for institutional, retirement, and retail clients globally.
03/25/2026
Santander Private Banking has been awarded 15 prizes by Euromoney magazine.
03/25/2026
In Latin America, the markets where they see the greatest room for growth are Mexico and Brazil, where they still see relatively low penetration despite their size
03/25/2026
Texas-based money manager’s decision to pull its proposal clears way for rival offer
03/25/2026
For investors, the list serves as a vital tool to help identify advisors with the experience and infrastructure necessary to manage complex financial needs.