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Michael Zalkind,founder of Zalkind Wealth Management, joins Raymond James as Managing Director.

07-21-2026

Fidelity Investments Expands Institutional Separately Managed Account (SMA) Lineup for Wealth Management Firms

07-21-2026

SWAN Wealth Management launches cross-border video series for Americans moving to Canada

07-21-2026

Chubb Tempest Re announces leadership changes

07-21-2026

Cresset Welcomes $1.1 Billion Advisory Team to New York and L.A. Offices

07-21-2026

RBC Wealth Draws $1.6B Dallas-Based Team from Stifel

07-21-2026

Citi Wealth Empowers Palantir Employees with Financial Wellness

07-23-2026

OneDigital Selects JIFFYAI to Modernize Investor Onboarding and Accelerate Growth

07-23-2026

BBH recognized as a top-tier ETF administrator in Global Custodian Survey

07-28-2026

Vanguard names Former Lazard CEO Kenneth Jacobs as board chairman

07-28-2026

Morgan Stanley Infrastructure Partners to Acquire Epic Energy

07-28-2026

Temenos Named One of World’s Top Fintech Companies by CNBC

07-28-2026

KKR Appoints Former Manulife CEO Roy Gori as Senior Advisor

07-28-2026

AMCAP Launches 'Agentic AI' Platform, Betting Conversational Intelligence Will Reshape Wealth Management

07-28-2026

Corient Continues to Expand in New York with Addition of Seven Bridges Advisors

07-28-2026

Hightower Ranked No. 4 on Financial Advisor Magazine’s America’s Top RIAs 2026 List

07-28-2026

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