08/03/2026
"I think the move higher that we've seen this month is well justified," said Brock Weimer, an investment-strategy analyst at Edward Jones, pointing to the bank earnings reported so far.
07/30/2026
The first monthly and quarterly cash-settled FSPI futures will begin trading this summer, pending regulatory review, with details to be announced in the coming weeks.
07/29/2026
The Birmingham-based RIA continues its expansion in Alabama with the acquisition of Montgomery-based InVista Advisors, joining from LPL Financial.
07/29/2026
Investment provides FLP with additional capital to support advisor growth, enhance the client experience, and accelerate the firm's national expansion
07/29/2026
Transaction will establish a leading asset-servicing platform across Brazil, Mexico and Colombia, expanding custody, fund administration, and banking services for institutional investors
07/28/2026
Hightower’s move to No. 4 from No. 5 in the prior year’s ranking reflects the firm’s continued growth and commitment to supporting advisors through a model designed to help them scale their practices while continuing to deliver personali
07/28/2026
Upon closing, State Street plans to retain the business's experienced local teams
07/27/2026
Perpetual’s board said it is reviewing the latest approach with its financial and legal advisers.
07/27/2026
Carlyle and Bain Capital are said to be the final bidders for Wealth Enhancement Group as PE appetite for independent wealth managers intensifies.
07/27/2026
Two strategic family office investments lead commitment of $400 million to support continued expansion of Lincoln’s real estate investment platform
07/27/2026
U.K.-based insurance MGA platform has strong European base, growth potential, partners say
07/24/2026
The three-firm alliance debuts two closed-end funds giving wealth management clients simplified access to private equity, real estate and credit.
07/23/2026
NewEdge Investment Solutions’ SNIP and SNAP Solutions Can Now Be Accessed in One Account Alongside Other Investment Strategies
07/23/2026
Fifth Third was a notable exception, with lower returns due to integration charges tied to its acquisition of Comerica.
07/22/2026
Don’t let a deserving colleague—or your own accomplishments—go unrecognized.
07/21/2026
The move comes through the acquisition of Banco Porto Real and deepens the relationship of trust with the company's more than 115 million customers in the country
07/21/2026
The firm bets on artificial intelligence, data, and analytics to integrate public and private markets
07/20/2026
A recent SEC ruling on dual-class share structures may allow ETFs to overcome operational hurdles that have kept them out of retirement plans for decades.
07/17/2026
Recognition follows another year of momentum and continued commitment to client-centered wealth management
07/17/2026
Alan Feutz leaves the wirehouse in Illinois, while a team of five make a break from their Connecticut firm.