09/28/2026
Family Office Solutions provides ultra-high-net-worth families with institutional-grade capabilities and a dedicated team to help manage the complexities of multigenerational wealth.
09/28/2026
The Montreal firm signs a 10,000 sq. ft. lease and plans to hire up to 30 staff
09/28/2026
This recognition underscores Pesta's holistic approach to wealth management and his deep commitment to superior client service.
09/28/2026
Florence Narine explains how the global giant convinced IG they could manage for Canadian retail investors
09/25/2026
Inflation displaced tariffs as family offices’ top investment concern in 2026, per a new Citi Wealth survey.
09/25/2026
Betterment, F2 Strategy and WealthReach push AI deeper into advisory firm operations with three deals this week.
09/24/2026
Establishes Corient’s presence in a premier global wealth jurisdiction and enhances its expertise in serving families with complex cross-border needs
09/24/2026
New name reflects evolution to a modern wealth management platform
09/24/2026
This investment underscores Fieldpoint’s commitment to a distinctive private client strategy focused on middle-market companies and high-net-worth families
09/23/2026
Skybound advisers will pass property referrals to Savills
09/23/2026
Today’s leading family offices are building long-term strategies underpinned by three key themes: capital, capability and continuity.
09/23/2026
All amounts are expressed per share of common stock and are based on accounting principles generally accepted in the US, which may differ from federal income tax regulations.
09/23/2026
The teams reported serving approximately $1 billion in assets* and join LPL from Northwestern Mutual.
09/22/2026
The offering is expected to close on September 23, 2026, subject to the satisfaction of customary closing conditions.
09/22/2026
The combination brings together colleagues with shared values and a fiduciary-driven commitment to comprehensive, client-first advice, uniting the Contant-Leit and Wacht Groups under the Cerity Partners brand.
09/22/2026
New offering connects year-round tax strategy with the decisions shaping clients' wealth
09/22/2026
Marietta-area firms — serving clients since 1948 — bring integrated wealth management and insurance services to Maridea's national platform under the leadership of Michael Anthony and Dustin Becker
09/21/2026
The sources said talks remain at an early point and that no decision has yet been made.
09/21/2026
Nobelia Wealth will enhance Richardson Wealth’s boutique culture
09/21/2026
Through the acquisition, Sanchez Wealth will gain access to a variety of resources, including technology, compliance, human resources, operations, and marketing.