05/05/2026
Arax Lures $1.5B Upstate NY Firm from Wells Fargo
The group is leaving Wells Fargo to join Arax Advisory, a RIA subsidiary of the $43 billion Arax Investment Partners.
05/05/2026
The group is leaving Wells Fargo to join Arax Advisory, a RIA subsidiary of the $43 billion Arax Investment Partners.
05/05/2026
Over 39,000 advisors changed firms in 2025, close to a decade high, with RIA and IBD channels seeing the strongest net gains, according to tracking by ISS MI.
05/05/2026
State Street Galaxy Onchain Liquidity Sweep Fund (SWEEP) launches
05/01/2026
Both firms are united in their commitment to provide continuity in the performance, advice and service they are delivering to their clients.
04/30/2026
Morningstar report finds semiliquid funds often share holdings, raising questions on diversification.
04/30/2026
For private equity fund managers, there is at least one area of life that is moving in the opposite direction: fundraising.
04/28/2026
First quarter adjusted net income per Unit was $0.83 compared to $0.80 in the first quarter of 2025 and $0.96 in the fourth quarter of 2025.
04/28/2026
Hosted on Waystone’s platform, the ETF is domiciled in Ireland and launches with both accumulating and distributing ETF share classes.
04/28/2026
Recognition underscores the firm's bench depth and commitment to holistic, client-centered financial planning
04/27/2026
Last month, we understand that the firm met directly with students at Harvard University, and extended internship offers to them as a result.
04/22/2026
Canadian institutional investors say their private credit exposure is limited
04/21/2026
Citadel's recently filed annual ADV form for 2025 highlights this state of affairs.
04/20/2026
Mackenzie to leverage OneVest's highly configurable platform to launch a modern suite of advisor, investor, and onboarding solutions.
04/20/2026
The combination aims to consolidate the company’s financial services platform under a single investment banking and wealth management entity.
04/20/2026
Wealth managers relying on technology while waiting for a juicy PE-backed acquisition best not overlook the importance of good old organic growth.
04/20/2026
Asset manager rolls out new portals and infrastructure aimed at reducing friction and boosting scale.
04/17/2026
David is one of five industry leaders selected for this distinction.
04/17/2026
Even after the progress made from SECURE 1.0 and 2.0 legislation, the landscape of retirement plans – particularly around collective investment trusts, 401(k)s, and 403(b) plans – remains lopsided.
04/15/2026
Envestnet advisors can now integrate iCapital’s alternative investments into UMA portfolios, streamlining access to private market solutions.
04/13/2026
Workplace pension scheme targets 30% allocation to private markets by 2030 despite growing strains on asset class