05/22/2026
With this partnership, participating institutions can now offer a connected experience spanning mobile access, secure messaging, and account aggregation, all tied directly into the advisor's journey.
05/22/2026
The acquisition expands the resources and capabilities available to clients while continuing to uphold a strong commitment to award-winning service, personalized guidance, and long-term client care.
05/22/2026
It also introduced a June 2027 target of 8,200 for the index, while retaining its "attractive" view on U.S. equities, and raised its 2026 ​earnings-per-share estimate to $335 from $310.
05/22/2026
The platform delivers a highly integrated framework of institutional investment management, global advisory, private capital access, and long-term wealth stewardship.
05/21/2026
The firm works primarily with retirees, pre-retirees and multigenerational families seeking guidance on managing, preserving and transferring wealth through retirement.
05/21/2026
With more than 35 years of experience, he focuses on helping clients simplify their financial lives through disciplined, personalized advice.
05/21/2026
Swiss asset manager builds stakes in Brookfield, Blackstone, Ares while trimming KKR/TPG; targets $450B AUM by 2033 via new retail-focused fund structures.
05/20/2026
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.
05/20/2026
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
Adoption of Envestnet's Adaptive WealthTech Helps Drive Advisor Scalability and Accelerated Growth Across the Osaic Wealth Management Platform
05/20/2026
Baird is the First Broker-Dealer to Fully Standardize Annuity Workflows Firmwide Using the FIDx-Powered Envestnet Insurance Exchange
05/19/2026
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, 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’s First Fixed Income ETF Expands Platform Beyond Equities and Liquid Alternatives
05/19/2026
Supports firm’s long-term succession planning, enhances planning and investment management capabilities
05/19/2026
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
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
Coplin Wealth Partners works with ultra-high-net-worth individuals and families on financial issues.
05/18/2026
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
Bonanno previously spent over a decade at Morgan Stanley, where he led wealth management analytics and data.