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Alternative Investments

02/12/2026

Carson Group Fully Acquires Carson Wealth in Scottsdale, Strengthening Next-Generation Advisory Firm

A fourth-generation Arizona native, Pine founded Integrated Wealth Management in 2001 after beginning his career in public accounting.

02/11/2026

Captrust Buys $3.8B California-Based Alpha Cubed Investments

The Orange County, Calif.-based advisory firm brings 28 employees (including 16 advisors) to Captrust, which oversees more than $1 trillion in client assets.

02/11/2026

North American investors expect US growth in 2026, brace for volatility

The study also found differences in approach among investor groups.

02/10/2026

North American private credit managers expect defaults to stabilise, survey finds

Respondents cited tighter loan structures, closer engagement with borrowers and more conservative deal selection as key factors shaping their outlook.

02/10/2026

Apollo Reports Fourth Quarter and Full Year 2025 Results

This dividend will be paid on February 27, 2026 to holders of record at the close of business on February 19, 2026.

02/09/2026

Top bank revamps gold price target for rest of 2026

The move is bigger than it sounds, and the timing matters.

02/09/2026

BCG and ElevenLabs Announce Strategic Partnership to Transform Enterprise Customer Experience with Conversational Agents

The two companies will bring agentic solutions to clients across industries, enabling new levels of customer engagement, service efficiency, and personalization.

02/05/2026

Patria Investments eyes US expansion with WP Global acquisition

Patria manages more than $51 billion in assets across five core asset classes and operates more than 35 investment strategies spanning over 100 products.

02/05/2026

Ameriprise Adds $28B in Deal With Huntington Bank's Wealth Division

Huntington Bank will shift assets under its bank-owned broker/dealer, RIA and insurance agency to Ameriprise’s institutional group.

02/05/2026

Captrust adds $2.4bn in assets with Meritage purchase

Meritage serves high-net-worth clients and institutions such as retirement plans, endowments, and foundations.

02/05/2026

Nine Nonprofits Evolving to Meet Community Needs Named Citizens’ 2026 Champions in Action

Each organization to receive $50,000, volunteer engagement, and promotional support to strengthen community impact

02/04/2026

Santander to acquire Webster Bank for $12.2 billion, allowing the group to achieve 18% RoTE in the U.S. by 2028 while creating a stronger, more competitive bank for customers

A stronger bank for customers and communities

02/04/2026

Financial Advisors Increasingly Leverage COIs to Capture New Client Growth

Collaboration with CPAs, attorneys, and other professionals strengthens client acquisition and enhances practice capabilities

02/04/2026

Jack Henry second-quarter profit rises on strong bank tech demand

The company's revenue rose ⁠7.9% to $619.3 million in ‌the reported quarter. Revenue from services and support increased 7.1%, while processing rose 9.1%.

02/04/2026

Prudential Financial, Inc. Announces Full Year and Fourth Quarter 2025 Results

Net income attributable to Prudential Financial, Inc. was $905 million ($2.55 per Common share) for the fourth quarter of 2025

02/04/2026

Clearstead Advisors Announces Acquisition of The Clarius Group

Deal Expands Family Office Capabilities for Ultra-High-Net-Worth Clients

02/04/2026

EP Wealth Advisors Continues Southwest Expansion with Acquisition of LongView Asset Management

Expanding EP Wealth’s presence in New Mexico through a new partnership

02/03/2026

CW Advisors Acquires Rovin Capital, Expanding Firm’s Presence in West

Transaction advances client service and regional growth strategy

01/30/2026

Stifel CEO Floats Increasing Recruiting Budget for Broker Hiring Push

Kruszewski also threw cold water on the popular breakaway broker trend of advisors moving to independent firms.

01/30/2026

Invesco Mortgage Capital Inc. Reports Fourth Quarter 2025 Financial Results

"During the fourth quarter, financial conditions improved, underpinned by two interest rate cuts from the Federal Reserve, robust corporate earnings and strong economic growth.

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Scotia Wealth Management enters an arrangement with SBI Canada Bank to offer wealth management services to SBI Canada's high-net-worth clients Français

05-11-2026

MCF buys Kentucky wealth manager Hoff Bujnoch & Associates

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IMA adds $400M wealth management team through CFS partnership

05-11-2026

Franklin Templeton Launches New Private Markets Models with Corastone

05-11-2026

AI can analyze data but it can’t replace trust, says MassMutual wealth chief

05-11-2026

Broadridge Deploys Agentic AI at Institutional Scale Across Capital Markets and Wealth Operations

05-11-2026

Crusonia Wealth Advisors Announces Addition of Wealth Advisor Connor Law

05-11-2026

J.P. Morgan named among Barron’s top advisors and teams for 2026

05-14-2026

UBS Announces Two New Market Directors in San Francisco

05-15-2026

Gresham Partners named winner of five awards-both firmwide and individual - at the 13th Family Wealth Report awards 2026

05-15-2026

Brookfield Wealth Solutions Announces First Quarter Results and Corporate Simplification

05-15-2026

Liss Chapman Commended for Continued Excellence in Finance and Wealth Management

05-15-2026

Building Trust At Scale: How AI Can Make Financial Advice More Human

05-15-2026

UBS Advisors in the Southeast Region Recognized Nationally by Barron’s

05-15-2026

Coupa acquires intelligent document processing partner Rossum

05-15-2026

This is the most underrated retirement savings move, says RBC Wealth Management’s head of retirement solutions

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