03/26/2026
A dedicated leadership team will oversee the segment, working together to enhance how Aon engages its specialized expertise, strengthen connectivity with carrier and MGA partners, and improve the delivery of solutions to clients.
03/24/2026
First Quarter Technology Release Enhances Embedded Trading Oversight, Reporting Flexibility, and Mobile Client Experience
03/18/2026
Signet, also a Merchant-backed RIA, represents the second-largest firm Summit has onboarded to date.
03/17/2026
While states like South Carolina and Arizona are seeing the most growth in working-age and retirement-age Americans, California and New York ranked high for new RIAs, according to a new AdvizorPro report.
03/14/2026
Plus, RBC buys mortgage fintech, Fiera funds solar energy firm and EQB-PC Financial merger gets key thumbs up
03/12/2026
Transaction Further Underscores How W-2 and Franchise Models Deliver Advisor Teams Solutions for Practice Liquidity, Strategic Acquisitions, and Succession Planning
03/11/2026
Both Pershing Square, the hedge-fund firm, and Pershing Square US, a new closed-end fund, filed to go public with the Securities and Exchange Commission.