Wealth Management
Advisors See AI as Growth Engine, Not Threat to Their Jobs
Advisors are leaning into artificial intelligence to expand what they can do for clients,...Read more
Carson Group Takes Full Ownership of Applied Financial Planning
Carson Group has fully acquired Applied Financial Planning, an Irvine, California-based f...Read more
J.P. Morgan Builds Out Private Wealth Alternatives Leadership
J.P. Morgan Asset Management has appointed Stephanie Davis as head of Private Wealth Alternati...Read more
Hightower Advisors to Acquire $5B Journey Strategic Wealth
Hightower Advisors has agreed to acquire Journey Strategic Wealth, its first external acq...Read more
Advisors Keep Flocking to Independence
Independent and hybrid RIAs continue to widen their foothold in wealth management, growing assets a...Read more
NewEdge Adds $1B Seven Bridges Team from Ameriprise
NewEdge Capital Group has added Seven Bridges Wealth Advisors, a 14-member team based in White...Read more
Ground Control Expands Music Platform with Nashville Deal
Wealthspire announced that Ground Control Business Management has acquired Nashville...Read more
Invesco Opens Core Plus Private Real Estate to DC Plans
Invesco Ltd. has launched the Invesco Core Plus Real Estate Trust, a collective investment tru...Read more
LPL Taps Simplicity as Preferred Insurance Partner
LPL Financial Holdings Inc. and Simplicity Group have entered into a strategic agreement designed t...Read more