09/22/2026
Beta Wealth Group Expands With New CPA-Led Tax & Accounting Firm
New offering connects year-round tax strategy with the decisions shaping clients' wealth
Wealth and Asset Management
09/22/2026
Maridea Wealth Management Welcomes River Cities Financial Services and Dietz, Futrell & Walters Insurance, Establishing First Ohio Presence
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
Wealth manager Allspring considers sale – report
The sources said talks remain at an early point and that no decision has yet been made.
09/21/2026
Richardson Wealth Announces Intention to Become Nobelia Wealth, Marking a New Chapter in Its Evolution
Nobelia Wealth will enhance Richardson Wealth’s boutique culture
09/21/2026
RIA Modern Wealth Management Acquires $710M Practice in Florida
Through the acquisition, Sanchez Wealth will gain access to a variety of resources, including technology, compliance, human resources, operations, and marketing.
09/21/2026
Affiliated Advisors Named Winner of the Independent, Integrated Growth Platforms Award in Wealth Management's 2026 Wealthies Industry Awards Program
Recognition honors Affiliated Advisors' Equity Uplift program, which helps independent advisors build more scalable, valuable, and succession-ready businesses
09/18/2026
RBC Wealth Management head Neil McLaughlin plays the long game in Asia
McLaughlin views his transition from personal and commercial banking across the business to wealth management as one of continuity, rather than contrast.
09/17/2026
Apex Fintech Solutions and FusionIQ Announce Collaboration
Collaboration combines Apex's clearing, custody, and brokerage infrastructure with FusionIQ's end-to-end digital wealth platform
09/17/2026
Liberty Partners Wealth Management Inc. Announces Preparations for "Project Whale” to Strengthen Institutional-Grade Asset Allocation and Risk Management
Project Whale is being developed as a core research and service enhancement initiative aimed at addressing these challenges in large-scale asset management.
09/17/2026
Independent Wealth Management Firm, Prospera Financial Services, Wins Service Category in the 2026 Wealth Management Industry Awards
The award recognizes Prospera's Operations Concierge Program, an advisor-focused service model designed to simplify operational support and deliver a more responsive, personalized experience.
09/16/2026
Private placement life insurance draws ultra-wealthy interest
PPLI offers tax-free growth for ultra-wealthy families, but advisors say estate planning expertise matters most
09/16/2026
Envestnet Strengthens Wealth Management Platform with New Interactive Dashboard, UMP Configuration Tools, and Expanded Widget Library
Third Technology Release of 2026 Lays the Interface Foundation for an AI-First Advisor Experience
09/15/2026
NewEdge Capital Group Continues Nationwide Expansion of NewEdge Wealth
RIA Opens First Office in Minnesota Led by Team of Experienced Advisors Serving UHNW and HNW Across the Region
09/15/2026
Hadrius AI Governance Selected by Ritholtz Wealth Management to Enable Firmwide Claude Deployment
Agentic compliance infrastructure provider selected by national RIA to modernize communications archiving and deploy AI governance purpose-built for SEC and FINRA oversight
09/15/2026
AlphaCore Seeds Family Office Division with $5B Streamline Acquisition
Through the deal, Alphacore will open a family office division run by a women-led team in Massachusetts serving ultra-high-net-worth clients.
09/15/2026
PCM Encore Surpasses $2 Billion in Client AUM, Expands Integrated Family Office Platform
Continues to scale integrated family office platform with direct investment, tax, estate and other wealth management solutions designed to help clients address the full complexity of their financial lives
09/15/2026
Ty J. Young Wealth Management Acquires Bethel Retirement Planning, Expanding Annuity Advisor Succession Platform
As Bethel prepares for retirement, he selected Ty J. Young Wealth Management to provide continuity for his clients and ensure they continue receiving personalized service and support.
09/14/2026
2026 Wealth Management Industry Awards Celebrate Record-Breaking Year and the Innovators Advancing Financial Advice
The 12th annual Wealthies honored sustained excellence, emerging leaders and technology-driven innovation before more than 600 industry executives in New York City
09/14/2026
Broadridge Expands Next-gen Digital Assets Capabilities to U.S. Wealth Management Firms
Unified platform enables advisor-led and self-directed access to cryptocurrencies and tokenized assets alongside traditional investments
09/11/2026
Citi Wealth Debuts The Specialist Collection from Citi Wealth
A New Network that Connects Clients with Trusted Specialists Across Lifestyle and Operational Needs