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Alternative Investments

05/06/2026

US Banks Drive Dividend Record

Global dividend payouts rose by almost seven percent in the first quarter of 2026.

05/06/2026

Should investors review their AI investments?

After the recent rally, we believe investors should take another look at their AI investments.

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

RIA Channel Saw Greatest Advisor Gains in 2025

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 Investment Management and Galaxy Digital Bring Cash Management Onchain

State Street Galaxy Onchain Liquidity Sweep Fund (SWEEP) launches

05/01/2026

Brown Advisory and RockCreek Agree to Join Forces

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

Are private markets really offering differentiation, or are ETFs, mutuals just as good?

Morningstar report finds semiliquid funds often share holdings, raising questions on diversification.

04/30/2026

The unspoken costs of the lengthening fundraise

For private equity fund managers, there is at least one area of life that is moving in the opposite direction: fundraising.

04/28/2026

Alliancebernstein Holding L.P. Announces First Quarter Results

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

Waystone Supports Calamos’ Debut of World’s First Autocallable UCITS ETF for Investors Seeking High, Stable, Monthly Income

Hosted on Waystone’s platform, the ETF is domiciled in Ireland and launches with both accumulating and distributing ETF share classes.

04/28/2026

14 Steward Partners Advisors Named to InvestmentNews' 2026 5-Star Financial Planners List

Recognition underscores the firm's bench depth and commitment to holistic, client-centered financial planning

04/27/2026

Yes, Citadel Securities made some advance internship offers to Harvard students

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

Private credit in Canada keeps rolling despite deepening U.S. turmoil

Canadian institutional investors say their private credit exposure is limited

04/21/2026

Where hedge fund Citadel's portfolio managers are mostly found now (not Miami)

Citadel's recently filed annual ADV form for 2025 highlights this state of affairs.

04/20/2026

Mackenzie Investments Selects OneVest's Operating System to Advance its Digital Transformation for Advisors and Investors

Mackenzie to leverage OneVest's highly configurable platform to launch a modern suite of advisor, investor, and onboarding solutions.

04/20/2026

BRC Group plans B. Riley Securities buyout, wealth unit merger

The combination aims to consolidate the company’s financial services platform under a single investment banking and wealth management entity.

04/20/2026

Advisors better not give up on organic growth even if M&A stays hot

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

Mackenzie taps OneVest to power next phase of advisor and client digital overhaul

Asset manager rolls out new portals and infrastructure aimed at reducing friction and boosting scale.

04/17/2026

President and CEO Alex David Named to Wealth Solutions Report’s Top Black Industry Leaders of 2026

David is one of five industry leaders selected for this distinction.

04/17/2026

Bipartisan retirement reform should now address investment access

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.

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Canaccord Genuity Group Inc. through its wealth management business in the UK & Crown Dependencies announces acquisition of EFG Harris Allday

08-19-2026

Wealth Enhancement buys Servo Wealth advisory unit

08-21-2026

Why Selectivity Matters in Today’s Markets

08-20-2026

Northleaf closes USD $450 million asset-based fund

08-19-2026

Invesco Advances Global Solutions & Custom Strategies Platform

08-19-2026

Northern Trust Expands Relationship with First Sentier Group to Support Irish Fund Structure

08-24-2026

Stratos Wealth adds $400M with RPI Financial Life Planners

08-19-2026

Wealth Enhancement snaps up Weinand Financial

08-19-2026

Harry Zhu to join WSECU as new president and CEO

08-25-2026

Oscar Gomez Castilla joins Morgan Stanley Wealth Management in Miami

08-25-2026

Nexedge Capital raises $20 million to expand wealth management platform

08-25-2026

Constellation Wealth buys minority stake in Confluence Financial

08-25-2026

US bank M&A wave set to reshape wealth management landscape

08-25-2026

Truist Premier deepens commitment to advice-led banking for mass affluent clients

08-25-2026

Barings Appoints Brian Maute as Head of U.S. Wealth

08-25-2026

LPL Financial lands $1.6B Conte Wealth Advisors from Cambridge

08-25-2026

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