09/02/2025
Mercer Advisors Adds $850M in Double Deal
West Oak Capital expands Mercer's footprint in Idaho and California, while Eagle Wealth Management builds upon its existing tax practice.
Alternative Investments
09/02/2025
Citadel Securities is on track to pay its average employee $2m in 2025
Citadel Securities' results for the first half of 2025 suggest average pay at the firm is on track to be $2m this year.
09/02/2025
LPL Anticipates Some Commonwealth Advisors Leaving To Start RIAs
Some of them may retain LPL as a custodian, but many appear to be making a full break.
09/01/2025
NFP’s Wealthspire Makes First '25 Acquisition; Raymond James Snags Commonwealth Duo
In addition, Fortis Capital adds a $210 million RIA, Osaic snags a $170M broker/dealer, and Raymond James lands another Commonwealth team.
09/01/2025
BofA’s president of Global Commercial Banking on best practices for securing the legacy of a multigen family business
Not every family member will be inclined to work in the business.
08/29/2025
Large US Treasuries holdings in the Cayman Islands: What’s that about?
Some industry associations counter that such measures could make markets more unstable if they prompt sudden deleveraging.
08/29/2025
State Street to Provide Range of Investment Services for Columbia Threadneedle for $431 Billion in Assets
We have enjoyed a successful decades-long relationship with Columbia Threadneedle
08/29/2025
David Kowach’s &Partners Scores Another Win From Wells Fargo
The hybrid broker/dealer continues its recruiting streak with the Broadcloth Wealth team, led by David Nickel, who left Wells Fargo Advisors after 34 years.
08/29/2025
State Street to Speak at the Barclays Global Financial Services Conference
A recorded replay will be available on the Investor Relations website later that day, for approximately ninety days following the presentation.
08/28/2025
MAI Capital Management Announces Strategic Partnership with Evoke Advisors
The combination will create a national firm with approximately $60 billion in assets under management and advisement, bringing together two complementary, industry-leading businesses
08/28/2025
SIMA urges reform of Canada's retirement-savings framework
Association says policy must change to make it easier for Canadians to save for retirement
08/27/2025
MAI Lands L.A.-Based Evoke Advisors, Creating a $60B+ Firm
Evoke Co-Founder David Hou said the deal will boost the firm's current scale and resources.
08/27/2025
Republic Capital Group Serves as Exclusive Investment Banking Advisor to Global Wealth Advisors in Partnership with Merit Financial Advisors
We are excited about our new partnership with Merit and the opportunities it creates for our clients and team
08/26/2025
Carlyle to Acquire intelliflo from Invesco
The transaction includes intelliflo’s US-based subsidiaries, including RedBlack, a provider of SaaS-based portfolio rebalancing tools, and intelliflo Portfolio, a Portfolio Management software solution for US Registered Investment Advisors (RIAs).
08/26/2025
Grenada seeking partnerships to enhance resilience and sustainable development
At a reception on August 21, Mitchell updated Canadian business leaders on developments in his island and highlighted opportunities for business collaboration.
08/26/2025
IPI Wealth Management Unveils Refreshed Brand and New Website, Reinforcing Commitment to Advisors and Clients
As the firm continues to grow, its new brand and digital presence capture both who IPI is today and where it is headed, creating a modern, unified experience for financial professionals and the clients they serve.
08/26/2025
Merit, EP Wealth And Mercer Riding Consolidation Wave To Higher Growth
Last week, $20 billion Merit Financial Advisors snapped up Global Wealth Advisors, a Texas hybrid RIA with $860 million in assets.
08/21/2025
Wells Fargo reiterates Overweight rating on Target stock despite CEO news
These developments reflect various analyst perspectives on Target’s current financial and strategic positioning.
08/21/2025
J.P. Morgan Asset Management Unveils New JPMorgan Equity and Options ETF (JOYT)
Fund expands the firm's category-leading Equity Premium Income Suite
08/21/2025
US Bank gatekeepers drop Penn Mutual from $1.6bn fixed income fund
Penn Mutual has been removed as a subadvisor from the First American Multi-Manager Fixed-Income fund.