RIAs & Financial Advisors
$15B Concurrent Adds Former RayJay Team
Keaton & Sams Wealth Management has partnered with Concurrent Investment Advisors, LLC, a multi...Read more
Kestra PWS Adds Ascend Private Wealth Partners to Advisor Platform
Kestra Private Wealth Services (Kestra PWS), a registered investment advisor subsidiary of Kestra F...Read more
Wealthsimple Raises Up to CAD $750M at CAD $10B Valuation
Wealthsimple, one of Canada’s leading financial services platforms, has signed an equity round of...Read more
AI and Wire Fraud Risks Rise Sharply Among RIAs, Survey Finds
Independent registered investment advisors (RIAs) are growing increasingly anxious about liabilitie...Read more
Envestnet Unveils Model Portfolios Featuring Interval Funds
Envestnet has unveiled a new suite of professionally managed model portfolios featuring interval fu...Read more
VestGen Wealth Partners Expands into Retirement Market
VestGen Wealth Partners, LLC has announced a strategic expansion into the retirement plan market wi...Read more
Ameriprise Adds $1.6B The Atlantic Group from Oppenhimer & Co.
Ameriprise Financial has added a 16-person advisory team from Oppenheimer & Co., where they man...Read more
OnePoint BFG Wealth Partners Purchases $2B Chicago Practice
OnePoint BFG Wealth Partners has acquired Chicago-based advisory practice Spahn Financial Partners,...Read more
FPSB Names New Global Leadership for 2026
The Financial Planning Standards Board Ltd. (FPSB) announced a new slate of global leadership appoi...Read more