07/21/2025
SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership
Partnership Reinforces Value of Advice, Delivering Wealth Management and Services at Scale
Wealth and Asset Management
07/21/2025
Eton Solutions Secures $58M Series C to Bring AI-Driven Wealth Management Technology to the World’s Leading Family Offices, PEs and Funds
Navis Capital Partners Leads Round to Accelerate AI innovation and Global Expansion of Solution That 800 Families Use to Manage More Than $1 Trillion in Assets
07/21/2025
$48,000,000,000 Wealth Management Firm Sees S&P 500 Heading to Massive Price Target Triggered by AI Adoption, Disinflation and More
In a new CNBC interview, the Indianapolis-based Sanctuary Wealth says conditions are conspiring to push risk assets such as the stock market to new record-high levels by the end of the year.
07/21/2025
$2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo
Wisconsin-based Resonant Capital and QBCo will share clients across wealth and tax in an increasingly popular service model.
07/21/2025
Goldman Sachs to Launch Private Credit Collective Investment Trust for the Defined Contribution Market
New Private Credit CIT To Be Part of Great Gray’s Panorix Target Date Series
07/18/2025
Masttro Partners with Arch to Enrich Alternative Investments Reporting and Total Portfolio Visualization for Ultra-High-Net-Worth Families
Integration will streamline workflows and automate processes for tracking, managing and reporting on alternative investments
07/18/2025
RBC Wealth Management partners d1g1t for performance and risk analytics tech
RBC has also led a new investment round in d1g1t with support from JAM FINTOP to help fuel the fintech's US expansion plans.
07/18/2025
Maridea Expands Midwest Presence With Strategic Acquisition of Pinnacle Wealth Management
Green Sail Capital Partners acted as the exclusive sell-side advisor to Pinnacle.
07/17/2025
Brookfield and Google Sign Hydro Framework Agreement to Deliver up to 3,000 MW of Homegrown Energy in the United States
The World’s Largest Framework Agreement for the Purchase of Hydroelectricity
07/17/2025
Man Group to acquire Bardin Hill
Based in New York City, Bardin Hill is an opportunistic and performing credit manager.
07/17/2025
Schwab Reports Overall Growth for RIAs, With Capacity Issues Emerging
Charles Schwab’s annual RIA survey showed strong growth for AUM, revenue and clients, but that demand is creating capacity and talent strains.
07/16/2025
Atlas acquires RIA firm Central Wealth Management
As agreed, CWM founder Eric Heiting will now lead the wealth management division at Atlas
07/16/2025
Morgan Stanley profits rise 15% as wealth and trading divisions shine
Wall Street bank’s unit serving high-income clients pulled in $59bn of net inflows during the second quarter
07/16/2025
Eton Solutions Secures $58M Series C to Bring AI-Driven Wealth Management Technology to the World’s Leading Family Offices, PEs and Funds
The funding comes as Eton Solutions experiences rapid growth.
07/16/2025
Bluespring Wealth Partners Merger Creates $865M AUM Firm
Existing Bluespring partner firms, Hickory Asset Management and Ritter Daniher Financial Advisory, combine to strengthen Ohio-based presence
07/15/2025
Quants and the Future of Wealth Management and Financial Advice
Advisors increasingly need to address multiple, sometimes competing financial goals across retirement planning, liquidity needs, and legacy aspirations.
07/15/2025
Willow Bend Wealth Management, a $300 million Texas Practice Joins Merritt Point Wealth Advisors
This partnership marks a key milestone in Merritt Point’s continued expansion and long-term commitment to supporting elite independent financial advisors across the country.
07/15/2025
US bank earnings live: Citi profits jump as trading, investment banking, wealth management units register growth
Flurry of financial sector reports expected to show investment banking still in the doldrums for another quarter
07/15/2025
Spiegelman Wealth Management Launches Independent RIA Firm to Serve HNW Families
Family-run wealth management firm in East Bay leaves Commonwealth Financial Network® to pursue next chapter of growth, more personalized services for clients
07/15/2025
Courting the Wealth Channel, Venture Capital Struggles as Other Private Funds Soar
Semiliquid funds covering private credit, real estate, and infrastructure attract high-net-worth investors.