05/20/2026
Prairie Wealth merges with ex-RBC team to form $1.2bn RIA
Tim McEwen of the Tennessee-based McEwen Group has become the president of Prairie Wealth and is in line to succeed the RIA's current chief executive, Craig Hundt.
Wealth and Asset Management
05/20/2026
IG Wealth Management Annual Estate Planning Study: Canadians Value Estate Planning and Charitable Giving… But Actions Fall Short
An estate plan includes key components such as a will, named beneficiaries, personal life insurance, a healthcare directive and the designation of a power of attorney.
05/20/2026
Osaic Strengthens Partnership with Envestnet to Unify the Wealth Management Experience for Advisors
Adoption of Envestnet's Adaptive WealthTech Helps Drive Advisor Scalability and Accelerated Growth Across the Osaic Wealth Management Platform
05/20/2026
Baird Partners with Envestnet to Accelerate Next-Gen Wealth Experience, Unifying Investments, Planning & Insurance for Advisors and Clients
Baird is the First Broker-Dealer to Fully Standardize Annuity Workflows Firmwide Using the FIDx-Powered Envestnet Insurance Exchange
05/19/2026
Ascentis Wealth Management Welcomes Ryan Uszenski
U.S. Virgin Islands-based advisor with national footprint joins Ascentis platform with more than 20 years of experience and approximately $160 million in client assets
05/19/2026
Nour Private Wealth (NPW), an Independent Wealth Management Firm, Highlights Rise of Stewardship as UHNW Families Navigate Global Uncertainty
Nour Private Wealth (NPW), an independent wealth management firm, reports a notable shift in how ultra high net worth (UHNW) families are approaching wealth management in today's uncertain global environment.
05/19/2026
SEI Converts $1 Billion Mutual Fund Into High Yield Bond & Alternative Credit ETF (LEND)
SEI’s First Fixed Income ETF Expands Platform Beyond Equities and Liquid Alternatives
05/19/2026
The McEwen Group Merges with Prairie Wealth Advisors to Form Billion Dollar RIA
Supports firm’s long-term succession planning, enhances planning and investment management capabilities
05/19/2026
Nebraska-Based RIA and Former RBC Team Merge to Form $1B RIA
Nebraska-based The McEwen Group brings over $400 million in AUM to the RIA Prairie Wealth, forming an 11-person employee-owned firm.
05/18/2026
Daniel R. Liff named to Forbes Magazine’s list of Best-in-State Wealth Advisors
Forbes’ Best-in-State Wealth Advisors list comprises a select group of individuals who have a minimum of seven years of industry experience.
05/18/2026
Rockefeller expands to Naples with Coplin Wealth team
Coplin Wealth Partners works with ultra-high-net-worth individuals and families on financial issues.
05/18/2026
LPL Financial Draws $330M Ex-UBS FA Team
The firm provides “comprehensive” wealth planning, retirement planning, financial planning, and wealth management-related services to high-net-worth clients, including business owners, physicians, executives, and retirees.
05/18/2026
Transforming Wealth Management Using AI At Citi
Bonanno previously spent over a decade at Morgan Stanley, where he led wealth management analytics and data.
05/18/2026
Ty J. Young Wealth Management Acquires Moore Insurance Services
The acquisition ensures continuity for clients while expanding access to additional retirement income planning strategies, investment services, and client support infrastructure through Ty J. Young Wealth Management.
05/18/2026
MCF Advisors Acquires $250M Wealth Management Firm
As part of the acquisition, Bujnoch has joined MCF Advisors as a senior financial advisor and partner.As part of the acquisition, Bujnoch has joined MCF Advisors as a senior financial advisor and partner.
05/15/2026
Gresham Partners named winner of five awards-both firmwide and individual - at the 13th Family Wealth Report awards 2026
Gresham’s success over nearly 30 years has been built on excellence in both disciplines and the powerful effect of combining them.
05/15/2026
Brookfield Wealth Solutions Announces First Quarter Results and Corporate Simplification
The net loss was driven by unfavorable mark-to-market movements on public equity investment positions which have recovered since March 31, 2026.
05/15/2026
Building Trust At Scale: How AI Can Make Financial Advice More Human
The real opportunity in AI is elevating advisors, not replacing them.
05/15/2026
UBS Advisors in the Southeast Region Recognized Nationally by Barron’s
The firm’s Southeast Wealth Management Region is led by Regional Director Julie Fox.
05/14/2026
J.P. Morgan named among Barron’s top advisors and teams for 2026
Most of the J.P. Morgan Wealth Management advisors and teams have been on the lists for at least three consecutive years, underscoring their sustained excellence year after year.