08/24/2026
French wealth manager for Americans living in Europe opens New York office
Levitt Capital Management was founded to address the advice gap facing US citizens who relocate to Europe
Wealth and Asset Management
08/21/2026
Wealth Enhancement buys Servo Wealth advisory unit
The Oklahoma-based company offers investment advice, financial planning and wealth counselling to individuals and families.
08/21/2026
Santander Expands U.S. Presence with Completion of Webster Acquisition
Building on its decades-long commitment to the United States, this transaction demonstrates the significance of the U.S. market to Santander’s growth strategy.
08/21/2026
Brightwood Capital Advisors Provides Financing to Support Coastline Wealth Management’s Acquisition Strategy
Coastline secured up to $100 million in financing from Brightwood and simultaneously completed 12 acquisitions, pushing its AUM/AUA past $6 billion.
08/20/2026
Why Selectivity Matters in Today’s Markets
Higher rates and sharper scrutiny of AI investments are raising the bar for companies and rewarding discerning investors.
08/20/2026
Jake Baumann named to Forbes Best-in-State Next-Gen Wealth Advisors list
The ranking recognizes financial advisors 40 and younger who have at least four years of experience and is based on assets under management, revenue trends and compliance records.
08/20/2026
Wrexham AFC names Royal Bank of Canada (RBC) as Official Bank Partner and Back-of-Kit Sponsor
Ranked among the world's 100 most valuable brands for 20 consecutive years and as Canada's most valuable brand, RBC is a long-standing supporter of global sports and entertainment.
08/20/2026
West Coast Community Bank Launches Private Banking Division Serving Silicon Valley and the Peninsula
Through dedicated relationship managers, private banking clients will have access to tailored banking solutions backed by local decision-making and relationship-based service.
08/20/2026
Wealth Enhancement Announces Acquisition of Servo Wealth Management, an Independent RIA with Over $210 Million in Client Assets
This partnership brings the firm's total client assets to more than $161 billion.
08/19/2026
Canaccord Genuity Group Inc. through its wealth management business in the UK & Crown Dependencies announces acquisition of EFG Harris Allday
Currently operating as a division of EFG Private Bank, which is part of EFG International, EFG Harris Allday is a UK-based wealth management business focused on affluent clients predominantly in the Midlands.
08/19/2026
Stratos Wealth adds $400M with RPI Financial Life Planners
It’s the 12th deal for Stratos since SEI's investment and follows 11 acquisitions worth $4.8B in 2025.
08/19/2026
Wealth Enhancement snaps up Weinand Financial
Led by financial planner Mike Weinand alongside four support professionals, the firm oversees more than $644m in client assets.
08/19/2026
Northleaf closes USD $450 million asset-based fund
The strategy invests in areas including entertainment royalties, legal assets, healthcare receivables and factoring.
08/19/2026
Invesco Advances Global Solutions & Custom Strategies Platform
Uniting differentiated investment capabilities to deliver tailored client outcomes
08/18/2026
Building wealth with intention: A tax-aware how-to guide
But a thoughtful strategy and the right partner may help strengthen after-tax outcomes over time by managing assets with an eye toward tax efficiency.
08/18/2026
SMAs Emerge as Wealth Management's Next Frontier
Separately managed accounts are projected to reach $3.6 trillion in 2026 as advisors shift toward personalized portfolios and tax-efficient strategies.
08/18/2026
NewEdge Wealth Adds Houston Location in Continued Expansion
Experienced Wealth Management Team Anchors the 20th Location for NewEdge Capital’s Ultra High Net Worth Division
08/18/2026
Siebert deepens FusionIQ investment with 10-year wealth tech deal
Additional investment and partnership will see joint development of wealth management, brokerage and digital asset platforms.
08/18/2026
Wealth Enhancement Announces Acquisition of Weinand Financial, an Independent RIA with Over $644 Million in Client Assets
This partnership brings the firm's total client assets to more than $160.7 billion.
08/18/2026
MAI Capital Management Expands California Presence with Addition of OG Private Wealth
Acquisition brings approximately $551 million in AUM as MAI adds firm specializing in personalized investments and planning for entrepreneurs, business owners and affluent families across the state