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.
02/12/2026
A fourth-generation Arizona native, Pine founded Integrated Wealth Management in 2001 after beginning his career in public accounting.
02/11/2026
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
The study also found differences in approach among investor groups.
02/10/2026
Respondents cited tighter loan structures, closer engagement with borrowers and more conservative deal selection as key factors shaping their outlook.
02/10/2026
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
The move is bigger than it sounds, and the timing matters.
02/09/2026
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 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
Huntington Bank will shift assets under its bank-owned broker/dealer, RIA and insurance agency to Ameriprise’s institutional group.
02/05/2026
Meritage serves high-net-worth clients and institutions such as retirement plans, endowments, and foundations.
02/05/2026
Each organization to receive $50,000, volunteer engagement, and promotional support to strengthen community impact
02/04/2026
A stronger bank for customers and communities
02/04/2026
Collaboration with CPAs, attorneys, and other professionals strengthens client acquisition and enhances practice capabilities
02/04/2026
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
Net income attributable to Prudential Financial, Inc. was $905 million ($2.55 per Common share) for the fourth quarter of 2025
02/04/2026
Deal Expands Family Office Capabilities for Ultra-High-Net-Worth Clients
02/04/2026
Expanding EP Wealth’s presence in New Mexico through a new partnership
02/03/2026
Transaction advances client service and regional growth strategy
01/30/2026
Kruszewski also threw cold water on the popular breakaway broker trend of advisors moving to independent firms.
01/30/2026
"During the fourth quarter, financial conditions improved, underpinned by two interest rate cuts from the Federal Reserve, robust corporate earnings and strong economic growth.